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Special Guest Jason Wenk, CEO of Altruist

You want to partner with someone committed to getting things right

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Impact is more important than taxes with George Stefanou

There is a difference between 'over-solicited' and 'over-served.

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Leveraging time for tax planning with Lloyd Ross

Find things that need to be done, but you don't have to be the one to do them.

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Taxes: You’re standing in your own way! with Mando Sallavanti

I paid my current accountant triple what I paid the last one, and I love it.

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Leveling up through partnerships with Gideon Drucker

You have to be willing to hold people accountable; building relationships is a commitment.

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Shut up and listen! with Matt Halloran

If you can't explain something in 3 minutes, you're not as smart as you think you are

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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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