Our host, Laurie Siebert, was interviewed for PICPA’s (Pennsylvania Institute of Certified Public Accountants) Beyond the Copy about Using Client Tax Returns for Financial Planning.
WATCH THE VIDEO at valleynationalgroup.com/news.
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Our host, Laurie Siebert, was interviewed for PICPA’s (Pennsylvania Institute of Certified Public Accountants) Beyond the Copy about Using Client Tax Returns for Financial Planning.
WATCH THE VIDEO at valleynationalgroup.com/news.