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Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm

Financial Advisor Success

CHAPTER

Are You Into Tax Returns?

Secondary tax opens up massive doors to wealth management. We've brought in significant amounts of money because we had the door opened to us, either with a business sale or a consult that they were looking for. It's a lead base system that is fantastic if you can put up with wanting or actually paying for somebody else to do the returns. If it's something that you truly don't really enjoy, either solve for it or get rid of it.

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