Tax thoughts for buying a practice with Jonathan Bird
Retirement Tax Services Podcast
The Importance of Eyes Wide Open
In the early stages of a company understanding how that tax bill is going to change year over year can be helpful. It might not change the ultimate decision or the ultimate outcome, but it's going to prevent a lot of painful surprises along the way. One of the things that you think has really made an impact on your success with converting leads is the work that you've done around having a repeatable system for working with prospects and ongoing clients.
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