XYPN Books Blog Archive

How Financial Advisors Should Prepare for Tax Season

Tax season is a busy time for advisors and their clients. You may be checking in with people, helping them get organized, and connecting with their CPA. However, just because...

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How Financial Advisors Should Prepare for Tax Season

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Ways to Join

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Books Blog / Archive 02/2018

How Financial Advisors Should Prepare for Tax Season

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