Retirement Tax Services Podcast cover image

Tax Planning Summit Takeaways (and sneak peak for 2024) with Matthew Jarvis

Retirement Tax Services Podcast

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Upcoming Tax Planning Summit and Events

The hosts discuss the improvements and additions they are making for the next Tax Planning Summit, including a full day of TPR precon and more breakout sessions. They also share information about the FPA NorCal conference and their excitement about upcoming speaking opportunities and events in the industry.

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