Begin your journey with The Tax Management Journey® and unlock the foundational concepts essential to becoming a proficient advisor. This introductory course provides a high-level review of the key steps in the comprehensive program, offering insights into why and how tax management is crucial to preserving wealth. You will explore the cost of not knowing that not all money is taxed the same, and by the end of this overview, you will understand the structure and goals of the Tax Management Journey®, positioning you for a successful and rewarding exploration into the intricacies of tax management work.
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