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9 Tax Things You Absolutely Must Chat With Your CPA About Many people only visit their accountant once a year. Business owners, however, generally speak with their tax professional much more. So, how does an individual investor weave through the maze of deductions and create a tax plan? It starts with having an open and comfortable relationship with your CPA. As a financial advisor, I'm often asked who I would recommend in the accounting world. After interviewing several dozen accounts, I now have a great relationship with a CPA I've had for over 15 ye...
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