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4min chapter
Creating Value Adds from the Tax Return
The Perfect RIA
Preparing Clients for Tax Season and Ensuring Secure Data Handling
Exploring the meticulous process of client data collection in March for tax filing, highlighting the significance of secure client portals and data protection measures. Additionally, diving into a unique approach in a different office where financial planners manage tax returns post obtaining essential certifications.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode