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February 13, 2023
Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future
The strong emotions of the death of a spouse can become even more amplified with the overwhelming host of financial issues that need to be addressed. Where does one start?
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February 03, 2023
Avoiding Fraud, Theft and Overcharges
No small business owner wants to find out they’ve been a victim to fraud, especially if carried out by a trusted employee. Senior Tax Manager Shawn Williamson provides several tips on how to safeguard your company’s assets.
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February 02, 2023
Assessing Whether a Private Equity Offer Supports Your Financial Plan
Private equity offers come with considerable nuances and forward-looking opportunities. Because dental practice owners can only sell their practice once, they should not only understand the offer but also how the deal will fit into their financial plan.
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