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Retirement Tax Services Podcast

Jul 4, 2022

Johnna Long is a CPA who works with advisors to ensure the experience for their shared clients is elevated to a whole new level when it comes to tax prep and planning. Having worked for some of the biggest firms in the world, Johnna joins the show today to share the journey that moved her into the area where she is now, as well as great insight into how to unite the roles of CPAs and financial planners to help clients be more proactive and successful when it comes to tax planning.