What end of the spectrum are you planning to be on in terms of adding value through tax planning with your clients? How do you start creating and implementing processes so you’re not constantly reinventing the wheel? How many times are you interrupted by notifications and messages? Listen in as we cover this week’s highlights and action items.

Listen to this week’s episodes:

Tax Planning In 2023 [Episode 186]

What Works Wednesday – Creating Systems and Processes With Cameo Roberson

Worlds to Conquer – Goal Setting: Email And Chat

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Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314]

Accurate financial reporting is crucial in M&A.

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Encore Episode: You Said What In A Client Meeting?!

Setting your client and yourself up for success with clear communication.

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Not Everyone Needs a Niche [Episode 313]

The Importance of Finding Your Niche

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