McGuire on the Wire

McGuire on the Wire Episode 84

12.18.2023 - By Dave McGuirePlay

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Shareholder Jerry Hammel, CPA, and Alliance Network Director Tim LeMasters join this week's podcast to delve into crucial aspects of client tax planning conversations. They explore the proactive nature of planning, emphasizing its role in uncovering opportunities. Additionally, they highlight key triggers that CPAs should keenly listen for to identify specialty tax prospects.

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