This week, Steven is joined by James Comblo to get deep in the trenches of what guiding a client through a tax planning journey looks like in the real world. James is a self-proclaimed tax nerd who has always seen the value in focusing on taxes and has built a process over the years to make sure that his clients consistently get value on the topic. Steven and James talk specifics, including how to include the team in the process and how James practically gets through reviewing every tax return every year.
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