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  1. Working With Entrepreneurs? Be Patient

    When planner Gordon Bernhardt began focusing his practice on entrepreneurial clients about three years, he discovered all of them lacked one important asset: time.

  2. Top 40 Under 40: Helping Entrepreneurs Diversify Their Holdings

    Morgan Stanley advisor Anthony C. Jones, who ranks at number 22 on the Top 40 Under 40 list, focuses on helping entrepreneur clients move away from concentrated stock portfolios.

  3. Crowd funding presents a new area of tax planning expertise

    Fund recipients, entrepreneurs could use a bit of guidance

  4. Valuing Your Client's Business: 8 Key Questions

    By some estimates, roughly 80% of typical small business owners net worth is tied up in their company. Yet, according to experts, most entrepreneurs have not taken the time to formally value their businesses.

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