Episode Synopsis "Important Tax Reminders"

Stay ahead of the game this tax season with our latest educational episode featuring Adam Vansant, SVP of Operations and Advisory Services, and Sonja McGittigan, Operations Specialist. Gain valuable insights on retirement plan contribution updates, 1099s, and tips on simplifying data gathering for your CPA or Accountant. Watch this episode to learn more.   Adam […] The post Important Tax Reminders first appeared on Fi Plan Partners.

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