Leveling Up Tax Planning Through Software with Roger Pine

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

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

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

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

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

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

Finding Balance with Dr. Travis Parry

What it looks like to achieve balance—and how to do it!

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