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Guest Expert: Griffin Kale, HolistiplanJoin Griffin Kale from Holistiplan as he shares ways you can use a client's tax returns to model strategies that can help them lessen the impact of IRMAA charges and taxes that may result from the ...
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A few comments from listeners:
Tax PLANNING is incredibly important and valuable... Excellent tool to be able to use with clients for a better understanding of their current/proposed tax liabilities and potential ways to mitigate them.
- Russ H.
Good to be aware about this product. We'll have to look back at another tax review software, too. We'll need to review internally which one will be suitable for us. Thank you for such good program contents.
- Sophit L.
Tax PLANNING is incredibly important and valuable... Excellent tool to be able to use with clients for a better understanding of their current/proposed tax liabilities and potential ways to mitigate them.
- Russ H.
Good to be aware about this product. We'll have to look back at another tax review software, too. We'll need to review internally which one will be suitable for us. Thank you for such good program contents.
- Sophit L.
Tax PLANNING is incredibly important and valuable... Excellent tool to be able to use with clients for a better understanding of their current/proposed tax liabilities and potential ways to mitigate them.
- Russ H.
Good to be aware about this product. We'll have to look back at another tax review software, too. We'll need to review internally which one will be suitable for us. Thank you for such good program contents.
- Sophit L.