Using the slides as a basis for creating your own content should improve your search engine ranking and social media profile. Plus, you and your team will become more conversant in income and estate tax and IRA rules affecting high-net-worth individuals (HNWIs) and ultra-HNWIs.

In addition, Keebler’s monthly tax presentation series for HNWIs is summarized in articles and videos available on advisor websites with AdvisorSites Platinum, which includes a social media content stream.

 

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