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Financial Planners Webinar: How strategic tax coaching will help you and your clients

In this free webinar, you will learn about how we’ve saved over $396MM for our clients with Strategic Tax Coaching

How does an STC plan benefit your client (besides Tax Reduction)

Creates a clean, detailed, and overarching plan for your clients covering
 Estate & Gift taxes
 Entity / Legal formations and choices
Integrates the team with the client
 Open meetings for all advisors of the client (CPA included!)
Creating Cash Flow
 No more quarterly estimates
 Reducing withholding taxes

In this free webinar, you will learn about our speciality Strategic Tax Coaching

Simply fill out the form on this page to gain access to this free webinar!

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