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Making Taxes Easy with Guest Steven Jarvis
The Perfect RIA
The Importance of Intentional Wording in Tax Planning
The new rules for five to nine counts going into Roth could be a big deal. The tax plan summit has been really intentional about who we're inviting, says CFO Dave Apuzzo. "By being intentional about our wording, that's where we get people to take action," he adds.
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