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8min chapter
Talking Taxes with Clients with Joshua Horton
Retirement Tax Services Podcast
Strategic Tax Planning Essentials
This chapter emphasizes the significance of having multiple buckets for tax planning and the collaboration between tax professionals and financial advisors. It discusses proactive strategies for optimizing tax outcomes and the importance of effective communication in managing future tax implications.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode