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Agency Builder Insights


When you’ve been in the industry since 1983, you learn a few things about marketing, sales, and building businesses. That’s why we created Agency Builder Insights: your one-stop source for the latest on issues from keeping compliant and generating leads to building a more efficient business.


January 31, 2019 | Compliance
By Jamie Austin

Why you Should be Cautious Talking About Taxes with Clients
With tax time around the corner, your clients may be looking to get answers to some tricky tax questions. Each client has a different tax situation, so providing the appropriate answers can get complicated and stressful. Here’s how to navigate tax discussions smoothly.

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