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Great information. Again, would like some specific examples of savings and implementation.
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Great information. Again, would like some specific examples of savings and implementation.
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Great presentation. Would like to see more case studies and how the savings and flow of money and tax reduction works.
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Great information. Would've loved more specific examples with dollars and tax savings. A lot of the information was above my level of knowledge and didn't apply to any of my...
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Great review and deeper dive into tax planning ideas
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Great summary of diversified portfolios. Well presented and easy to follow.