Willow Oak Releases Episode Two of Value Hour

Willow Oak is pleased to release episode two of Value Hour, our new web series. In this episode, Vice President Jessica Greer talks with tax and audit experts from Wipfli, one of Willow Oak’s trusted partners. Senior Manager Shana Sparber, CPA, Manager Sarah Williams, CPA, and Manager Rusty Planert, CPA answer questions about what emerging managers can expect during these unprecedented times, what to consider before finalizing your fund’s formation documents, and more.

We welcome your thoughts on this episode and invite you to send us the topics you’d like us to explore in future episodes. And don’t forget to subscribe to our YouTube channel to be notified about future Value Hour episodes!