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Chris Papin: A Bold Blueprint for the Modern Firm | The Concierge CPA

CPA Trendlines Podcasts

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Navigating Tax Strategies and Client Engagement

This chapter focuses on the critical assessment of clients' commitment levels in financial decision-making, particularly regarding S-corporations and estate planning. It features lively discussions on recent tax updates, strategic practices, and the importance of adapting technology in the tax advisory profession. The speakers emphasize actionable insights for accountants and the necessity of effective client communication to enhance relationships and improve outcomes.

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