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Content Library

Breaking Planning Silos with Emily Millsap

Let's all talk so we make sure everything is taken care of

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Getting everyone a seat at the table with Bryan Eberle

Same question, different professional, different answer

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Chat with a former IRS Special Agent with Robert Nordlander

IRS agents are people too

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“The Power of Education” with Robin Henager Greene

Education is great, but hands-on experience is always powerful!

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Are You Covered? with Cameron Norris

Client Selection Might Be The Best Protection

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Every Advisor Should Prepare a Tax Return with Jacob DuBose

Start With Client Question: “What do you offer in terms of tax planning?”

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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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