XYPN Radio / Joanne Burke

Episode No. 354 | February 08, 2023

The Impact of Tax-Optimized Financial Planning

A Conversation with Joanne Burke

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This episode’s for anyone who: Has made or is considering making the transition from tax prep to financial planning Understands the impact every financial decision has on taxes Is looking for conversation starters with your clients about the value add tax-optimized financial planning …

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