Leveling Up Tax Planning Through Software with Roger Pine
Understanding the tools advisors can use to be better tax planners.
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In-House Tax Department with P.J. DiNuzzo
The benefits of blended planning under one roof.
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Roth and Tax Preparer Collaboration with Michael Henley
Delivering value through tax prep.
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Tax Planning Process No Matter the Tax Law with Joe Curry
Bringing massive value through tax planning.
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CPAs and CFPs CAN Get Along with Johnna Long
From tax accounting to tax prep collaboration with financial advisors.
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All Things Social Security with Devin Carroll
What you need to know to deliver value around Social Security.
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Finding Balance with Dr. Travis Parry
What it looks like to achieve balance—and how to do it!
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