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SOP2305 - Incorporating Personal Financial Planning into Tax Compliance Practices


‐ Nov 13, 2023 5:35pm

Develop deeper client relationships and reinforce your role as a trusted adviser through expanded tax and financial planning services.


Learning Objectives:

  • Differentiate ways to strategically position a practice for growth and success.
  • Recognize opportunities to add more value to client relationships.
  • Identify available resources to support growing and evolving your practice.

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Concurrent Session (Onsite and Online)

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