Joey Ross’ Post

Operations Director, Aprio Firm Alliance

7mo

Looking to secure your legacy? A well-crafted wealth transfer plan is key to passing on your assets. #wealthmanagement #legacyplanning

Wealth Transfers – The Triangulation of Three Important Concepts - Aprio

To view or add a comment, sign in

More Relevant Posts

Jackie Duncan

Onboarding Manager
7mo
Report this post
Looking to secure your legacy? A well-crafted wealth transfer plan is key to passing on your assets. #wealthmanagement #legacyplanning

Wealth Transfers – The Triangulation of Three Important Concepts - Aprio
Like Comment
To view or add a comment, sign in
Brett Williams

Information Assurance Services Partner and National Practice Leader at Aprio - Leading Special Attestation Reports (SOC Reports, ISO 27001/27701, , HITRUST,PCI-DSS, etc.)
7mo
Report this post
Looking to secure your legacy? A well-crafted wealth transfer plan is key to passing on your assets. #wealthmanagement #legacyplanning

Wealth Transfers – The Triangulation of Three Important Concepts - Aprio
Like Comment
To view or add a comment, sign in
David Tavares, MST

Tax Manager, Private Client Services
7mo
Report this post
Looking to secure your legacy? A well-crafted wealth transfer plan is key to passing on your assets. #wealthmanagement #legacyplanning

Wealth Transfers – The Triangulation of Three Important Concepts - Aprio
Like Comment
To view or add a comment, sign in
Julie Herriott, EA

Senior Associate
7mo
Report this post
Looking to secure your legacy? A well-crafted wealth transfer plan is key to passing on your assets. #wealthmanagement #legacyplanning

Wealth Transfers – The Triangulation of Three Important Concepts - Aprio
Like Comment
To view or add a comment, sign in
Christie Reed

State Compliance Sr. Manager - Indirect Tax
7mo
Report this post
Looking to secure your legacy? A well-crafted wealth transfer plan is key to passing on your assets. #wealthmanagement #legacyplanning

Wealth Transfers – The Triangulation of Three Important Concepts - Aprio
Like Comment
To view or add a comment, sign in
Gabriela Brown, CAPM, ISB®

Sustainability Practice Leader @ Aprio | CAPM and ISB Certified
6mo
Report this post
Looking to secure your legacy? A well-crafted wealth transfer plan is key to passing on your assets. #wealthmanagement #legacyplanning

Wealth Transfers – The Triangulation of Three Important Concepts - Aprio
Like Comment
To view or add a comment, sign in
Lindsay Sollers, MACC

Manager - Outsourced Accounting | Specialize in Non-Profit Accounting
6mo
Report this post
Looking to secure your legacy? A well-crafted wealth transfer plan is key to passing on your assets. #wealthmanagement #legacyplanning

Wealth Transfers – The Triangulation of Three Important Concepts - Aprio
Like Comment
To view or add a comment, sign in
Geoffrey Kulik

San Francisco Bay Area Tax and Advisory Partner at Aprio
7mo
Report this post
Looking to secure your legacy? A well-crafted wealth transfer plan is key to passing on your assets. #wealthmanagement #legacyplanning

Wealth Transfers – The Triangulation of Three Important Concepts - Aprio
Like Comment
To view or add a comment, sign in
Joseph Ventura, CPA

Partner, Assurance Services, at Aprio, LLP
7mo
Report this post
Ensure your assets are securely passed down to your loved ones with a well-crafted wealth transfer plan. #wealthmanagement #financialplanning

Wealth Transfers – The Triangulation of Three Important Concepts - Aprio
Like Comment
To view or add a comment, sign in

975 followers

65 Posts

View Profile Follow

Joey Ross’ Post

More Relevant Posts

Explore topics