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Rain Maker: Strategic Partnering with Attorneys and Accountants to Create a Pipeline of New Affluent Clients

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Working With S Corporations: A Practitioner’s Guide to Estate, Business and Compensation Planning for S Corporations

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“Field Guide to Estate & Retirement Planning, Business Planning & Employee Benefits” (2021 Edition)

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NU Training’s Property & Casualty Designation

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“Social Security & Medicare Facts” (2021 Edition)

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“Telemedicine Facts” is now available for purchase.

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The Tools & Techniques of Charitable Planning, 3rd Edition

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