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Client Tax Refunds: Advisors Can Add Value Every Tax Year!
Financial advisors can have a favorable impact on client tax refunds every year. So, do you know how to take advantage of this opportunity to demonstrate your value on a […]
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“Well, the software let me do it.” This sounds more like something you’d hear from siblings fighting than from a professional. Unfortunately, taxpayers, tax preparers, and financial advisors all have […]
Read MoreAdvisors’ Most Asked Questions on Working With Tax Professionals
Bringing on another professional to assist in planning can be daunting, but it can add value for clients.
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