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Mar 5, 2025

Bylined Article by Kevin Knull, CFP® in Action! Magazine: Why complete IRS data is key to effective tax planning

TaxStatus CEO Kevin Knull, CFP® authored this article for AdvisorEngine's Action! Magazine, highlighting the need for financial advisors to have comprehensive data in order to provide their clients with customized tax strategies and personalized financial advice.

Click here to read the article in Action! Magazine

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