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6min chapter
Tax Planning Summit Takeaways (and sneak peak for 2024) with Matthew Jarvis
Retirement Tax Services Podcast
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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