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Fresh New Look: The Analysis of a Tax Return for Financial Planning Opportunities

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. ...

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