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Content Library

Delegate to Elevate with Lisa Zeeveld

"I am a better person because of my virtual assistant"

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“Taxes, marketing and compliance” with Marie Swift and Jonny Swift

Compliance isn't the enemy if you treat them like part of the team.

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Collaboration over competition with Eric Brotman

Tax planning is like a game of telephone with your client stuck in the middle.

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Tax planning and surge meetings with Micah Shilanski

Tax planning is like a game of telephone with your client stuck in the middle.

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Throwback: “Taxes and investing – a deep dive” with John Wilson and Joe Hohn

"There is more to tax-efficient investing than simply choosing an ETF."

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 “The Retirement Planning Guidebook” with Dr. Wade Pfau

You have to start with the basics and layer on complexity.

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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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