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Stop leaving money on the table by only calling clients on June 30th with last minute instructions. In this episode Natalie and Sarah break down how to turn tax planning into a high-value advisory service.
They discuss why proactive tax planning is a critical \"time to shine\" for accountants to demonstrate value to clients beyond basic compliance.
Follow, subscribe and share with an accountant who needs a space where the real conversations happen.
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DISCLAIMER: This podcast is general information only and does not constitute legal or professional advice. Listeners should seek their own professional advice and conduct their own due diligence before acting on any information discussed.
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