Transforming Your Practice: The Client-Centric Journey

• Post author:Cheri Duryea
• Post published:November 28, 2023
• Post category:Foundational Estate Planning

Guest: Deirdre Wheatley-Liss Porzio, Bromberg & Newman November 28, 2023

Continue ReadingTransforming Your Practice: The Client-Centric Journey

Navigating Business Transitions: A Comprehensive Guide to Business Continuity Planning

• Post author:Cheri Duryea
• Post published:November 21, 2023
• Post category:Business Exit Strategies

Guests: Abby Arcishewsky President Archway Consulting November 21, 2023

Continue ReadingNavigating Business Transitions: A Comprehensive Guide to Business Continuity Planning

If I Had Known About Money Then: Wisdom That Would Have Saved $1,000,000

• Post author:Cheri Duryea
• Post published:November 14, 2023
• Post category:Foundational Estate Planning

Guest: Mitchell Hockenbury 1440 Financial Partners November 14, 2023

Continue ReadingIf I Had Known About Money Then: Wisdom That Would Have Saved $1,000,000

Intersection of ESOPS and Estate Planning – Optimizing After Tax Outcomes

• Post author:Cheri Duryea
• Post published:November 7, 2023
• Post category:High Net Worth Estate Planning

Guest:Kenneth Alter Managing Director, Planning Alliance November 7, 2023

Continue ReadingIntersection of ESOPS and Estate Planning – Optimizing After Tax Outcomes

Navigating Valuation Pitfalls: Insights from the Experts

• Post author:Cheri Duryea
• Post published:October 31, 2023
• Post category:General Business

Guests: Nainesh Shah and Evan Levine, Founding Partners at Complete Advisors October 31, 2023

Continue ReadingNavigating Valuation Pitfalls: Insights from the Experts

Mastering the Art of Philanthropy: Trends and Strategies

• Post author:Cheri Duryea
• Post published:October 24, 2023
• Post category:Philanthropy

Guest: Kim Cappellano Private Wealth Asset Management October 24, 2023

Continue ReadingMastering the Art of Philanthropy: Trends and Strategies

Automation and AI Opportunities for Estate Planners

• Post author:Cheri Duryea
• Post published:October 17, 2023
• Post category:Foundational Estate Planning

Guest: Deirdre Wheatley-Liss Porzio, Bomberg & Newman October 17, 2023

Continue ReadingAutomation and AI Opportunities for Estate Planners

A nationally recognized attorney with expertise in asset protection, estate planning and numerous business services.

Exploring the Evolution of Buy/Sell Agreements

• Post author:Cheri Duryea
• Post published:October 10, 2023
• Post category:General Business

Guest: Mary Vandenack Evolution of Buy/Sell Agreements October 10, 2023

Continue ReadingExploring the Evolution of Buy/Sell Agreements

Key Financial Metrics for Law Firms

• Post author:Cheri Duryea
• Post published:October 3, 2023
• Post category:Law Practice Management

Guests: Brit Lorish, Affinity Consulting Group October 3, 2023

Continue ReadingKey Financial Metrics for Law Firms

Client Focused Estate Planning

• Post author:Cheri Duryea
• Post published:September 26, 2023
• Post category:Foundational Estate Planning

Guest: Anne Burnett Burnett Willson Law September 26, 2023

Continue ReadingClient Focused Estate Planning