THIS WEEK’S PODCAST
Tax and estate planning are ripe for missing nuance. Listen
It's not going to be a chaotic relationship for long.
Listen
Many taxpayers with a financial advisor AREN'T getting help with taxes.
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Nothing beats practice.
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Putting people first makes all the difference.
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Getting the right answer for the client is always the right thing to do.
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"I am a better person because of my virtual assistant"
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Compliance isn't the enemy if you treat them like part of the team.
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Tax planning is like a game of telephone with your client stuck in the middle.
Listen
Tax planning is like a game of telephone with your client stuck in the middle.
Listen
