David Thomas, CPA, Esq.

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    David Thomas
    • Dec 11, 2020
    • 3 min

    Holistic Financial Planning

    HOLISTIC FINANCIAL PLANNING December 10, 2020 There has always been an interplay between attorneys, CPA and other advisors, but because...
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    Every generation inherits a world it never made; and, as it does so, it automatically becomes the trustee of that world for those who come after. In due course, each generation makes its own accounting to its children.    ~ RFK

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