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C03 – The History of Investing (LIVESTREAM) (LIOT74/21)

You hear it all the time. Financial products are becoming more complex. Diversification has changed. Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed over time from Mark...


E03 – Succession Planning (LIVESTREAM) (LIMG70/21)

This course will review succession planning for small and medium size business entities, including common planning scenarios which tax advisors may see in practice in South Carolina.