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"Bob helped me navigate through a series of very complex transactions which included an ownership transition, business refinancing and multi-generational estate planning."
M.D. - Avondale, PA "I have worked with Bob since he started his own consulting practice. He recommended a number of changes to my families estate plan that provided significant asset protection and tax savings opportunities. In addition, he provided detailed analysis surrounding the sale of assets within our family limited partnership that made our family decision process clear and easy to understand." D.H. - Landenberg, PA |
IFR ... Heads-up creative, not heads-down compliance
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