Brett Spencer just completed his CEPA™ designation. CEPA stands for Certified Exit Planning Advisor and is designed to help business owners maximize their wealth as they plan to exit from their business. Next time you talk to Brett, congratulate him for his hard work.
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- Tax Strategies for Charitably Inclined Taxpayers
- D3 Nominated for Santa Fe Chamber of Commerce Business Award
- A Solution for Business Owners Seeking Tax-Deferral & Savings Beyond a 401k
- Benefits and Considerations of Donating to Charity Using Qualified Charitable Distributions
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