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March 21 @ 12:00 pm - 1:00 pm EDT
Your client gave you their tax return, now what?
How can you leverage your client’s tax return for optimal financial planning? In this session, we’ll focus on two key areas: decoding a client’s 1040 for planning opportunities and reviewing common filing mistakes. Whether you’re new to tax planning or seeking a refresher, this session is a great primer for identifying ways to optimize tax planning this season.