Pre-IPO and Financial Planning With Aaron Rubin

The Modern CPA Success Show - A podcast by Summit Virtual CFO by Anders - Mondays

Categories:

Business Education

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.