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内容由Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)提供。所有播客内容（包括剧集、图形和播客描述）均由 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Ep. #19: Including Taxes in Your Service Model - and Loving It! - Tim Caban, EA, CFP®
Manage episode 300112150 series 2639281
内容由Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)提供。所有播客内容（包括剧集、图形和播客描述）均由 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Should you include tax planning in your offerings? Maybe even (gasp!) tax preparation? Join our guest, Timothy Caban, EA, CFP®, Founder of Copper Beech Advisors, as he tells us why he started out not wanting to provide tax planning, but now relishes it as one indispensable part of his firm and the value he provides for his clients. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Tim Caban, please visit www.CopperBeechAdvisors.com.
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27集单集
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Manage episode 300112150 series 2639281
内容由Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)提供。所有播客内容（包括剧集、图形和播客描述）均由 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Should you include tax planning in your offerings? Maybe even (gasp!) tax preparation? Join our guest, Timothy Caban, EA, CFP®, Founder of Copper Beech Advisors, as he tells us why he started out not wanting to provide tax planning, but now relishes it as one indispensable part of his firm and the value he provides for his clients. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Tim Caban, please visit www.CopperBeechAdvisors.com.
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