Tax Planning and the military with Brandon Lovingier
Tax planning has to be specific to the client situation, generic advice doesn't work.
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Prospecting, Tax Planning and making the most out of 2024 with Jeremiah Desmarais
Building the right system will help you serve more of your ideal client AND serve your clients more efficiently so you can have the business and life you really want.
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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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