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Tax return insights for smart planning

Apr 29, 2025 · 1 hour 27 min watch

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EXCLUSIVE

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This PFP Section webcast provides tools, strategies and concepts to leverage in your practice to help you meet your clients' needs.

The session will cover:

  • Using a tax return to kickstart your services with a new client

  • Recognizing points from a tax return that should be evaluated annually

  • Using the personal income tax return as a planning tool

  • Reviewing investment strategies to maximize tax efficiency

  • Understanding why it is critical to be the trusted adviser for your clients

    Key Topics

Download the Tax return insights

File name: tax-return-insights.pdf

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