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The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
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It's time for a reality check and some pro-active planning. Your clients are counting on you to provide them with solid advice and counsel.
You plan where to take an important client or prospect to dinner. Doesn't something as important as your business practice deserve at least as much consideration?
For forward-thinking benefits advisors, all this uncertainty creates enormous opportunity, provided that they are prepared.