“The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business
The Diamond Podcast for Financial Advisors
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Enhancing Client Understanding Through Effective Communication and Practical Learning
This chapter underscores the critical role of clear communication in tax planning, encouraging advisors to articulate complex ideas in relatable terms. It also reviews the RTS Tax Planning Summit, focusing on its goals to enhance advisors' strategies with practical insights.
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