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Philip Whitman
• Active 11d ago
Bio:
Phil specializes in CPA Firm Growth & leads Whitman Transition Advisors - the single largest advisory organization for CPA firms in the Nation.
Aleksander Dyo
Los Angeles CA
• Active 2d ago
Bio:
I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
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James Schwartz
@james-schwartz-8420
James J. Schwartz CPA/PFS/CFP has practiced tax, acctg and PFP services for 49 yrs. Main office ND-branch office in CO. Also do AUM.
Active 206d ago
Joined May 9, 2023
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