Pre-IPO and Financial Planning With Aaron Rubin
The Modern CPA Success Show - Un podcast de Summit Virtual CFO by Anders - Les lundis
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In this episode, our host and Summit’s Virtual CFO, Tom Wadelton, and Adam Hale, Partner at Anders CPAs + Advisors, discuss pre-IPO and financial planning with Aaron Rubin, Partner at Werba Rubin Papier Wealth Management. Aaron specializes in financial, estate, and tax planning.
