Retirement Tax Services Podcast Getting practical on taxes
Oct 21, 2024
Explore the highlights from the recent Tax Planning Summit, revealing attendee feedback and plans for future improvements. Discover the upcoming free webinar that focuses on Roth conversions, aimed at empowering tax advisors with strategic insights. Get tips on how to effectively manage and report tax knowledge to optimize client outcomes. Stay informed about the 2025 Tax Planning Summit and how to expand your tax expertise sooner rather than later!
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