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48 - The Greatest Scandal Of All

TRAP: The Real Adviser Podcast

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The Intersection of Financial Advising and Tax Planning

The chapter delves into the importance of tax planning in providing comprehensive financial counsel, touching on the complexity of tax matters and the cautious approach towards discussing intricate topics like estate planning and inheritance tax. The hosts emphasize their knowledge on tax issues while avoiding direct tax advice and highlight the significance of addressing complex topics on their show.

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