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As a tax professional, you will be faced with many scenarios where you will be asked to make recommendations. Provide an overview of the importance

As a tax professional, you will be faced with many scenarios where you will be asked to make recommendations. Provide an overview of the importance of planning financial goals and explain how to create tax strategy to align to client's future goals. Be sure to consider the binding and persuasive authorities for tax laws while financial planning.

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Importance of Planning Financial Goals Financial goal planning is essential for individuals and businesses to achieve their objectives whether its saving for education purchasing a home retirement or ... blur-text-image

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