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Advisor Funnies: In the words of Kurt Vonnegut: “Laughter and tears are both responses to frustration and exhaustion. I myself prefer to laugh, since there is less cleaning to do afterward.”
Advisor Funnies: Tasting American wines, circa 1980, some suspicious vino…and the limits of what a vacation in Italy can do for you.
Advisor Funnies: Barbie’s Instagram, the rotary phone, the wrong number and more…
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024