Tax Planning and Practice Efficiency

Tax Planning and Practice Efficiency

How to live a balanced life, work fewer hours, and still take home the same amount of pay.

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“But How Do My Taxes Actually Get Paid in Retirement?”

“But How Do My Taxes Actually Get Paid in Retirement?”

What you need to understand about paying your taxes in retirement and mistakes to avoid along the way.

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Tales from Tax Season-‘Fun’ with States

Tales from Tax Season-‘Fun’ with States

Real-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.

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Tales from Tax Season – Withholdings and Losses

Tales from Tax Season – Withholdings and Losses

How to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.

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Tales from Tax Season

Tales from Tax Season

How to deliver value when having tax conversations with clients.

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Tax Planning and Business Owners

Tax Planning and Business Owners

How to communicate effectively so that your clients can make informed decisions.

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Tax Mistakes and Resources to Fix Them

Tax Mistakes and Resources to Fix Them

How to ensure you are providing rock-star level value to clients through offering appropriate and strategic tax planning.

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