Financial Advisors Should use Tech and Fintech Tools to Boost Their Practice

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Tax Snapshot

A comprehensive tax snapshot, enabling advisors to facilitate a review, offering insights into State Tax Credits, Medicare Premiums, Modified AGI Tiers, Roth Conversions, and QBI Deductions

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Financial Advisors Should use Tech and Fintech Tools to Boost Their Practice

Financial Advisors Should use Tech and Fintech Tools to Boost Their Practice

Press Release – (August 2020)