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Author-Homer-Smith-&-John-C.-Pastore,-Jr.

Posts by guest author Homer-Smith-&-John-C.-Pastore,-Jr.

Help Me Help You: CPA Partnership Is Key To Pleasing UHNW Clients

Partnering With CPAs Leverages Synergies For Holistic Services Including Estate And Tax Planning

By WSR Newsroom

/ 3 Apr 2025

John C. Pastore, Jr., EVP, Integrated Partners, and Homer Smith, Executive Director, Konvergent