At the end of June, Joe Heider spoke with Alex Coppola at The Wall Street Journal to discuss the work we do at Cirrus Wealth Management with small businesses. The article highlights from the discussion about tips on advising closely held businesses and Joe’s professional background. Also noted are some challenges that come with planning for business owners and the financial industry at large. On a personal note, Joe’s passion for the Cystic Fibrosis Foundation and aviation are also included. Check out the full column below: