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Content Library

Becoming a Tax Strategist with Derrick Kinney

You need to be qualified AND memorable.

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Life milestones that are crucial to taxes with Philipp Hecker

You have to start by understanding who you want to be and to whom.

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What should a “tax advisor” actually do? with Wendy Barlin

Proactively calling clients is one of the best ways to change their experience.

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Going beyond the basics with Mark Myers

You've got to take care of the basics first, but there is more out there.

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What the heck is “tax resolution”?  with Kristine Stevenson

I'm DIYer, I'm all about that but there are limits and it's important to know what they are.

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Between two tax pros with Michael Eckstein

Sometimes the basic stuff is the best stuff.

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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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