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Tax Portability Workshop with Ray Lopez

Wed, Dec 21

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ZOOM

You will take away the following from this workshop: an understanding of the significance of the key ideas to discuss with your clients; specific conversations to have with clients, friends, and family about tax portability values to support the justification for doing this for our database.

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Tax Portability Workshop with Ray Lopez
Tax Portability Workshop with Ray Lopez

Time & Location

Dec 21, 2022, 11:00 AM – 12:00 PM

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