3 things about my career that I didn’t expect and I really love:
Working with multiple generations of the same family: family dynamics- always interesting. Integrating single family plans into a cohesive transition plan- challenging and exciting.
Corporate tax returns: tell me a story about a business that owners don’t. I didn’t know I could generate so many questions and so many options from a rigid document.
Marriage proposals: between clients. In my office, in the middle of a meeting. It doesn’t happen often, a handful of times over my career. Usually none of us see it coming, including the one who brings it up.
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