Tax Planning Presentation Materials

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During this presentation from our August 2023 Education Forum, Will Hamilton – Founder of SmartPath.co, educates attendees on why tax planning is important for long-term success and how to begin offering this service to clients.

Webinar Recording

PowerPoint Presentation

To download and save this PowerPoint presentation, simply click the document link below to begin downloading this content onto your computer.

Tax Planning PowerPoint

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