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What does it take to become a next level advisor? Join our discussions with financial advisors and industry experts from a variety of specialties and backgrounds to discover how.
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Tuesday Jan 23, 2024
Tuesday Jan 23, 2024
Change is on the horizon -- are business owners ready? Today on the Next Level Advisor Podcast, we're joined by Steven Susel, Managing Partner of Marshall & Stevens Incorporated, a leading business valuation firm, as he shares some crucial insight into how business owners can set themselves up for success when positioning the value of their business from an Estate Tax perspective.
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