Breakfast with Daniel J. Levine!

On today's episode, we welcome Daniel J. Levine! is a partner at Kaplan, Krauss & Levine, LLC, a wealth transfer advisory firm. He is recognized as an expert in his field and has made presentations across the United States. Mr. Levine formerly practiced law as an estate attorney. He has worked with wealthy families in an advisory and legal role for more than twenty years, and numerous families and their professional advisors credit him for his creativity in designing and implementing programs that have saved and made his clients hundreds of millions of dollars. Don't miss this!

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