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Focus on Monetizing Closely Held Businesses

March 01, 2018
Hilton San Francisco Financial District

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5
Leading Experts
6
General Sessions
7
CE Credit Hours Possible

About the Conference

Clients with concentrated wealth in their closely held businesses are often the most challenging to advise. Add significant value as an advisor by learning strategies to address their tax, diversification, liquidity, and succession needs.
 

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