Time-Sensitive Tax Planning Tips for Q4 with Ed Slott, CPA  (Ep. 35)

Breakthrough Advisor
05/10/2022 14 min
Time-Sensitive Tax Planning Tips for Q4 with Ed Slott, CPA  (Ep. 35)

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Episode Synopsis

In this episode, Jack Martin sits down with Ed Slott to unpack the action items you need to assist your clients with their tax planning. Ed outlines how to approach clients with an efficient and value-packed plan while detailing how these opportunities benefit client loyalty and business growth. 
The post Time-Sensitive Tax Planning Tips for Q4 with Ed Slott, CPA  (Ep. 35) first appeared on Simplicity InsurMark.

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