Fresh New Look: The Analysis of a Tax Return for Financial Planning Opportunities Reviewed by Momizat on . One of our most popular resources is ready to go with a fresh new look! Use the Analysis of a Tax Return for Financial Planning Opportunities piece alongside a One of our most popular resources is ready to go with a fresh new look! Use the Analysis of a Tax Return for Financial Planning Opportunities piece alongside a Rating: 0
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Fresh New Look: The Analysis of a Tax Return for Financial Planning Opportunities

Posted date: May 01, 2019 In: QuickPress

One of our most popular resources is ready to go with a fresh new look! Use the Analysis of a Tax Return for Financial Planning Opportunities piece alongside a client’s 1040 to identify their needs and places to add value, and to open the door for deeper conversations.

To read the full article in Smart Brief, click: Fresh New Look: The Analysis of a Tax Return for Financial Planning Opportunities.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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