The (Not-So) Secret Tool to Help Save Your HNW Clients a Bundle

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By Laura McCarron via It’s that time of year when every CPA is breathing a well-earned sigh of relief and (hopefully) heading off for a relaxing getaway to detox from the insanity of tax season. But for smart financial advisors, this may be the perfect time to do just the opposite. If you’re looking for a…Click to read more at

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