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The past few years have brought many epic changes to our country and our firm — and yet, as I look forward to 2023, I…
Completing a Transition, One Step at a Time GC Niche: Estates and Trusts GC Team Members Involved: Stephen Wray, CPA, and Ian Grimbleby, CPA Type…
Simplifying an Estate Plan for a Smoother Transition GC Niche: Estates and Trusts GC Team Members Involved: Jamee Bollinger, CPA Type of Industry: Food Production…
In the blink of an eye, we’re switching out our calendars and planning for a whole new year! This past year, our firm went through…