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005: Maximizing Your Tax Savings: Expert Tips on Leveraging a Tax Planner for Radical Reductions

Managing Tech Millions

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Certified Tax Planners: The Difference and Importance

In this chapter, the hosts introduce Greg O'Brien and John Malone, who are certified tax planners. They discuss the difference between a tax preparer and a certified tax planner, emphasizing the importance of tax planning as part of a wealth strategy.

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