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They fill in the box and make sure you’re compliant. Most tax preparation is reactive—reporting last year’s expenditures to file the tax return and trimming tax costs where possible using things YOU’RE ALREADY QUALIFIED FOR.
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They fill in the box and make sure you’re compliant. Most tax preparation is reactive—reporting last year’s expenditures to file the tax return and trimming tax costs where possible using things YOU’RE ALREADY QUALIFIED FOR.
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Part 3: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients
“When a client comes to you for help maximizing their retirement savings and minimizing taxes, what is your first move? Typical responses include maxing out