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8min chapter
Tax Planning Legend: Robert Keebler
Retirement Tax Services Podcast
Evolving Tax Strategies for Financial Advisors
This chapter delves into the shifting landscape of tax planning, highlighting the crisis within the CPA community and the growing role of financial advisors in addressing individual taxpayer needs. It emphasizes the necessity for integrated services and the importance of collaboration among financial professionals to enhance client outcomes through effective tax strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode