Bob Gellman, CPA, and Larry McCulla, CFP, join Kory and Alex for a detailed discussion regarding Bob’s fascinating book, Seven Keys to Unlocking the Door to Your Dreams. This book sets out a process business owners can AND should follow. Bob and Larry work for CBIZ Accounting, Tax, & Advisory of San Diego, LLC, where they actively develop tax and wealth planning/management strategies consistent with the financial goals of their clients.
07/19/2010 - Book Review: Seven Keys to Unlocking the Door to Your Dreams
July 20th, 2010 · No Comments
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