During my 50-plus years of practicing as a CPA and lawyer, many of my clients have poured their hearts out to me. I get to know their problems, business and personal, and their goals, visions and frustrations. The biggest frustration of most successful business owners, even after they've retired, isn't about their business at all. They vent variations of this question: "Irv, how do you increase the rate of return (without putting my capital in jeopardy) on my available assets?" Frustration abounds. Like anyone else, we (my network of professionals and I, who help readers of this column) don't know everything. Sure, we have great expertise in beating up the IRS when it comes to the gift and estate tax and, to a lesser degree, the income tax. But we've been frustrated through the years over what to do with those extra assets.
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