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Strategic Tax Coaching – Value Addition for Financial Planners

In this free webinar, you will learn about our Strategic Tax Coaching Value addition for Financial Planners

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

Creates a clean, detailed, and overarching plan for your clients covering
 Taxes
 Retirement
 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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