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6min chapter
Tax Planning Legend: Robert Keebler
Retirement Tax Services Podcast
Proactive Tax Planning Strategies
This chapter highlights the significance of proactive tax planning for financial advisors, stressing the need for collaboration with legal and accounting professionals. It offers practical strategies, including the use of checklists and technology, to enhance client service and ensure comprehensive tax management.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode