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Section 15 – Planning Q&A Copy
Section 15 – Planning Q&A Copy
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Questions:
How confident are you in your tax knowledge? (1 no confidence / 10 total confidence).
What do you need to get better as it relates to tax planning? Who do you know that could help you improve faster than doing it by yourself?
How are you ensuring that the numbers clients give you are accurate so you can give them better recommendations?
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