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Recommended Articles
How to Use a Client’s Tax Return to Map Financial Success
When advising clients on taxes financial advisors must remember that education and action are both critical.
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Why Tax Planning is Not a Choice—But Being Great At It Is
The IRS is not shy. They want a cut of the action anytime money is involved. Taxation doesn’t discriminate either: They will take their piece whether it’s cash, real […]
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Turn CPAs Into Referral Sources
Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.
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