How technology can help advisers talk to clients about PPP loans

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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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How technology can help advisers talk to clients about PPP loans

How technology can help advisers talk to clients about PPP loans

Investment News – (February 2021)