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Fundamentals of Tax Planning in Wealth Management
Best practices for getting an accurate inventory of important tax information from clients during the wealth management process.
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Jeff Levine, CPA/PFS, CFP®, director of advisor education at Kitces.com joins Michael Finke, PhD, CFP® for a discussion on best practices for obtaining tax information from clients during the wealth management process.
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FinServe Ambassador Talks Coordinated Legacy Planning
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