Tax “Jobs” and Using Software
Reese joins the show to discuss the importance of actionable tax advice for clients and how his platform is hoping to achieve this.
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Fully Committing To Tax Planning
How to create a proactive, effective, and cooperative tax plan.
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Writing The Script on Tax Planning
Summary: Many financial professionals focus heavily on what to do without giving much thought as to how to execute the plan. However, the “how” is far more important than one […]
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