Weekend Reading For Financial Planners (Dec 24-25) 2022
CFO News Room
DECEMBER 23, 2022
And when it comes to leveraging social media, while having a presence on sites like LinkedIn and Facebook can be valuable, going deeper by seeking out connections of current clients (e.g., For instance, December 31 is the deadline for a range of tax planning items, including tax-loss harvesting , making itemized deductions (e.g.,
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