CPA Advantage #2 | Tax Return Insights
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What financial opportunities might be hiding in your tax return? When your investment advisor is also a Personal Financial Specialist (PFS) and a CPA, that elevated body of knowledge can help you find new tax advantages – and ensure you’re making the most of your financial opportunities.
In part 2 of our CPA Advantage series, CPA/PFS pros Beth Germann and Andy Bertke break down some key opportunities you could be missing.