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Oct 04

A Tax Return is the Foundation of Understanding Your Client

Federal Seminar Overview BrochureA Tax Return is the Foundation of Understanding Your Client

The Top 5 Tax Return Line Items Every Advisor Must Analyze.

It’s a fact-you can’t become an advisor who provides comprehensive services to your clients without an understanding of taxes, tax returns, and the consequences of a good or poor tax plan.

Here are the top five ways to analyze a client’s tax return and begin a discussion of their long-term financial goals.

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