You have to remember this is, first and foremost an investment. Listen
Same question, different professional, different answer
ListenIRS agents are people too
ListenEducation is great, but hands-on experience is always powerful!
ListenClient Selection Might Be The Best Protection
ListenStart With Client Question: “What do you offer in terms of tax planning?”
ListenIt's not just about delegating the things you don't want to do.
ListenThere's always more than just the technical details.
ListenThe core principles of tax planning are the same regardless of the topic
ListenThe core principles of tax planning are the same regardless of the topic
ListenThe best place to start is by reviewing your own policy!
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