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Everyone needs to sock away cash in case of an unexpected event, and rarely is paying for it with plastic a prudent idea.
If you're deep in the red from spending too much, follow these suggestions to reduce what you owe.
Help your clients avoid these pitfalls.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024