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  • Small changes today can make a meaningful changes tomorrow

    Small changes today can make a meaningful changes tomorrow

    Read more: Small changes today can make a meaningful changes tomorrow
  • Tax Deadlines, Extensions and Penalties

    Tax Deadlines, Extensions and Penalties

    Read more: Tax Deadlines, Extensions and Penalties
  • Is your CPA saving you thousands or millions?

    Is your CPA saving you thousands or millions?

    Read more: Is your CPA saving you thousands or millions?
  • Make Taxes Easy with Basin Wealth Management

    Make Taxes Easy with Basin Wealth Management

    Read more: Make Taxes Easy with Basin Wealth Management
  • The Rubik’s Cube of Financial Planning

    The Rubik’s Cube of Financial Planning

    Read more: The Rubik’s Cube of Financial Planning
  • A $100,000 Missed Opportunity

    A $100,000 Missed Opportunity

    Read more: A $100,000 Missed Opportunity
  • Introducing the ‘Dental Insurance’ Model for Financial Services

    Introducing the ‘Dental Insurance’ Model for Financial Services

    Read more: Introducing the ‘Dental Insurance’ Model for Financial Services
  • Why Two Fees Are Better Than One

    Why Two Fees Are Better Than One

    Read more: Why Two Fees Are Better Than One
  • Episode 1 – Tax Management: Turning Tax Into Treasure

    Episode 1 – Tax Management: Turning Tax Into Treasure

    Read more: Episode 1 – Tax Management: Turning Tax Into Treasure
  • Episode 2 – The Difference Between Being a Transactional and Advisory Client

    Episode 2 – The Difference Between Being a Transactional and Advisory Client

    Read more: Episode 2 – The Difference Between Being a Transactional and Advisory Client
  • Why Your Financial Advisor Should Be a CPA

    Why Your Financial Advisor Should Be a CPA

    Read more: Why Your Financial Advisor Should Be a CPA
  • Why One Head is Better Than Two

    Why One Head is Better Than Two

    Read more: Why One Head is Better Than Two

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