Joe, a long-time reader of this column, and the owner of a family business, Success Co., hired a new CPA, Claude, about one year ago. At one of their meetings, Joe showed Claude a thick file of this column's articles, which he has been saving for years. Claude studied the articles, then Claude said, "Let's call Irv." They did. Following is a summary of the strategies, taken from the articles, used by Joe (age 76, married to Mary, age 67) and Claude. In a way the strategies ...
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