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The Tax Adviser3d

Unlocking the power of partnerships: How accounting firms can integrate advisory services and wealth management

David Winslow, CFP, managing director, Wealth Management, Choreo, discusses why building relationship-based advice platforms ...
The Tax Adviser3d

AI’s role in complex tax decisions

John Sapp, CPA, vice president, brand ambassador, Drake Software, discusses how artificial intelligence (AI) can be a ...