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Retirement Tax Services Podcast


Jul 25, 2022

Kelly Long, a CPA and self-proclaimed evangelist for Health Savings Accounts, joins Steven on the show today to talk about HSAs and her unique approach to talking to people about them. She shares how she goes beyond the basics and really gets through to people on how this can be such a valuable tool. Her insight and tips will allow you to bring new, next-level planning to your practice.