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In the News

Michael Kitces’ #FASuccess Podcast: Roger Pine on the Blurring Line Between CPAs and Financial Advisors

Oct 10, 2019

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In the News

#FASuccess Ep 145: Systematizing Reviews Of Client Tax Returns By Building Software To Automate Them, with Roger Pine

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Nuts and Bolts of Reviewing the Tax Return and How Tax Review Software Helps

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