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Lessons From the Field #25:
Simple is Not Easy

Treating complex problems as if they were easier than they are is the definition of being simplistic. As you watch today’s 55 seconds, you may want to ask yourself:

  • What complex family wealth issue am I currently facing?
  • How long has it been a problem and how have I handled it to this point?
  • To whom can I turn to help me see the simple, elegant solution on the other side of such complexity?

If you have ever played golf you know that it is a very simple game (hit the ball into the hole); but doing it well is far from easy.

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Albert Einstein defines genius as “taking the complex and making it simple.” Easy for him to say. He was a genius.

But there are many geniuses within their area of expertise. What they understand may seem complex to others but makes perfect sense to them. If you know what you are doing and you have been there before, you can just see things others cannot.

A client sold her business and faced an enormous tax bill that appeared to be insurmountable. Every expert she talked to was sure there was no way around it.

Until one CPA brought up a unique approach…that seemed too complicated. Step by step he presented his case, and his strategy became clear.

And it worked, avoiding almost a million dollars in unnecessary taxes!

Who do you know that can make the complex simple?

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