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Advisors Discover Exciting New Technologies, Financial Planning Tools In A Turbulent Year

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Good News for Advisors: The Future of Financial Planning Is Intelligent

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RIA-Founded Fintech Introduces Next-Generation Tax Planning Tool

RIA-Founded Fintech Introduces Next-Generation Tax Planning Tool Financial Advisor – (March 2021)

Small business tax deductions you need to know

Small business tax deductions you need to know Investment News – (February 2021)

What advisers need to know about the new employee retention credit

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How technology can help advisers talk to clients about PPP loans

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