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Retirement Tax Services Podcast

Aug 23, 2021

Steven’s guest today is CFP Matthew Daugherty. They discuss how tax planning is possible, even with Compliance looking over your shoulder and how that relationship doesn't have to be adversarial. 

Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerful training sessions online. Click on the link below to get started on your journey: