AdvisorRadio Podcast for Financial Advisors by Horsesmouth artwork

How We Use Tax Planning Software to Help Clients

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

English - November 25, 2019 20:54 - 24 minutes - 20 MB - ★★★★ - 10 ratings
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Listen as Debra Taylor explains the processes her firm uses as they identify tax planning needs, and the software she is excited to work with.