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Conversation Circle - Tax Planning
Conversation Circle Information

This conversation will cover best practices regarding tax return reviews. Participants will share what has worked well (and maybe what hasn’t) as their processes have evolved. Ben Birken, VP of Customer Success and Engagement at Holistiplan, will facilitate the conversation and share some insights he has seen, gleamed from the 14,000+ users on Holistiplan’s platform.

Moderators: Ben Birken
Audience: Everyone
Availability: No future session
Cost: FREE
Credit Offered:
No Credit Offered
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