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Tax Management
What to do about tax uncertainty
Consider what may help to reduce taxes—just in case.
Philanthropy
Streaming Income - Social Impact: Changing Lives with Coffee
This piece is approved to use with clients.
On this special episode, we hear from Cemal Ezel, CEO & Founder of Change Please, a U.K. social enterprise that employs and trains members of the homeless community to become coffee baristas, and ultimately helps them to rebuild their lives.
Client Life Events
Planning for Life's Big Moments
This presentation explains how to convey your value while helping clients navigate their life journey.