Premium Tax Planning for Premium Fees with Patrick Lonergan
Tax planning provides value that is a multiple of our fee and that's just one of the services we provide.
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The emotional side of taxes with Christine Luken
You have to be able to help clients turn down the emotional volume.
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The other “least” boring CPA with Bob Wheeler
Some taxpayers are embarrassed to share the details of their tax life so you have to get the actual tax return as an Advisor.
Tax Planning Summit Takeaways (and sneak peak for 2024) with Matthew Jarvis
"There is so much power in learning from other people who are actively 'doing'"
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‘’I bought a tax practice!’’ What that actually looks like for an Advisor with Michael Cummings
Buying a tax practice is not an overnight success.
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The evaluation of tax planning with special guest Michael Kitces
Can you really be 'comprehensive' if you're still looking for new value to add?
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