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    tax filing errors to avoid blog header
    Business Development

    Help Your Clients Avoid These 10 Tax Filing Errors

    by James Nguyen February 19, 2020
    written by James Nguyen

    Tax season began on January 27 and the April 15 filing deadline always seem to sneak up on us. And with each passing tax season, there are always tax filing errors your clients can avoid. As a financial professional, you’re entrusted with managing their assets in all areas, including tax planning and tax return preparation.

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    February 19, 2020
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  • Marketing + Branding

    5 Key Elements to Be a Better Financial Marketer

    by Mark Stewart January 30, 2018
    by Mark Stewart January 30, 2018

    Updated February 7, 2025, at 12:16 PM If you Google, “How to be a better marketer,” you’ll find thousands of links. And while you can definitely take notes from those articles, oftentimes …

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