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Financial Advisor and podcast host Larry Sprung of Mitlin Financial joins Steven on the show to talk about what tax planning looks like in his practice. Larry shares how he gets his team involved, the things he is on the look out for to identify tax planning opportunities and why he feels taxes are so important. Steven and Larry also discuss how to use tax planning to help build relationships with CPAs and deliver value to clients.
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Listen to the best highlights from the podcasts you love and dive into the full episode