THIS WEEK’S PODCAST
There isn't anything you don't know once you have a tax return. Listen
There's always more than just the technical details.
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The core principles of tax planning are the same regardless of the topic
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The core principles of tax planning are the same regardless of the topic
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The best place to start is by reviewing your own policy!
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It's not going to be a chaotic relationship for long.
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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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