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4min chapter
Strategic Client Onboarding and Enhancing Tax-Related Value
The Perfect RIA
Strategic Client Onboarding and Enhancing Tax-Related Value Insights
Exploring the collaboration between CPAs and financial advisors at Shelly and Skin Associates to create long-term tax plans, offer value-added services, and simplify the tax process for clients. Emphasizing proactive client engagement and strategic planning for tax-related strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode