Description
Dan Matheson, CEPA, CHFC, CLU, RICP
Dan is the founding member and CEO of K2 Business Group and is the founding member of the Utah Chapter of Certified Exit Planning Advisors. He is the only CEPA® in the region with the additional credentials of ChFC®, CLU® and RICP®. He specializes in business succession and transitioning business owners from business income to safe, predictable, lifetime income with a key emphasis on minimizing current and future taxes. As a financial advisor and fiduciary he also provides insights on investments and investment strategy.
Erik Woodbury, CPA, MACC
Erik is a CPA who specializes in forward-thinking tax strategies for small business owners. He is an expert in holistic tax planning and strategy. Erik graduated with honors from SUU as a Master of Accountancy. His experience includes working for a Big 4 accounting firm with roles as Controller & VP of Finance. Erik’s clients enjoy the benefits of time-tested, advanced strategies most tax preparers can’t provide that result in immediate and measurable results to the bottom line.
ASIN: 1955242194
VSKU: BVV.1955242194.G
Condition: Good
Author/Artist:Woodbury, Erik|Matheson, Dan
Binding: Paperback
Note: Any images shown are stock photographs and product may differ from what is shown.
Condition Notes: The item shows wear from consistent use, but it remains in good condition and works perfectly. All pages and cover are intact including the dust cover, if applicable . Spine may show signs of wear. Pages may include limited notes and highlighting. May NOT include discs, access code or other supplemental materials.
ASIN: 1955242194
VSKU: BVV.1955242194.G
Condition: Good
Author/Artist:Woodbury, Erik|Matheson, Dan
Binding: Paperback
Note: Any images shown are stock photographs and product may differ from what is shown.
Condition Notes: The item shows wear from consistent use, but it remains in good condition and works perfectly. All pages and cover are intact including the dust cover, if applicable . Spine may show signs of wear. Pages may include limited notes and highlighting. May NOT include discs, access code or other supplemental materials.

