There isn't anything you don't know once you have a tax return. Listen
Insight into serving clients in unique and highly effective ways.
ListenUnderstanding the tools advisors can use to be better tax planners.
ListenThe benefits of blended planning under one roof.
ListenHow to make the most of your 401(k).
ListenBob joins Steven to share his thoughts on where the industry is now headed, why things are starting to change and where taxes fit into the mix.
ListenThere's more you can be doing with HSAs.
ListenDelivering value through tax prep.
ListenBringing massive value through tax planning.
ListenFrom tax accounting to tax prep collaboration with financial advisors.
ListenWhat you need to know to deliver value around Social Security.
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