Category Archives: Succession Planning

From Scaling to Succession – How CPAs can capitalize on the demographic shift – Sponsored by Jeffrey Gregory

Mistakes Taxpayers

TheGAAP.net Presents: From Scaling to Succession – How CPAs can capitalize on the demographic shift Sponsored by: Jeffrey Gregory Of Desjardins Financial Security Investments Inc.   An interactive online zoom training on December 5, 2023 – 7:00 to 9:00 PM Join us to learn Key themes:         Understanding the business phase your client is in Understanding the owner mindset – where it is and where

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