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Locations & Dates. America’s Tax Solutions. Education & Training. Americas Tax Solutions Best Practices Tour IRA Summit Tiffany’s Tax Tips Education. 2015 CPA Advantage Edge. Thanks to Best V6 SUVs. Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nis. 2458 S . 124 St.Suite 47.

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in●●@tablebayfinancial.com

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in●●@tablebayfinancial.com

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Locations & Dates. America’s Tax Solutions. Education & Training. Americas Tax Solutions Best Practices Tour IRA Summit Tiffany’s Tax Tips Education. 2015 CPA Advantage Edge. Thanks to Best V6 SUVs. Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nis. 2458 S . 124 St.Suite 47.

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1

Education | CPA Advantage Edge

http://cpaadvantageedge.com/white-papers

Locations & Dates. America’s Tax Solutions. Education & Training. Who Inherits Your IRA? Who’s the Boss? IRA Mistakes to Avoid. In the 30 years I had been in business, the two and a half days spent last week was the best training and most profitable that I have ever had."- D.L., California. 2016 CPA Advantage Edge. Thanks to Best V6 SUVs. 2458 S . 124 St.Suite 47.

2

Best Practices Tour | CPA Advantage Edge

http://cpaadvantageedge.com/best-practices-tour/overview

Locations & Dates. America’s Tax Solutions. Education & Training. The CPA Best Practices Tour:. There are unlimited opportunities for CPAs willing to meet the challenges by delivering desired, long-term positive outcomes for their clients’ retirements. Pressure to expand skills and services beyond traditional roles to broader-based retirement distribution planning and decision-making skills is being felt throughout the accounting profession. 2016 CPA Advantage Edge. Thanks to Best V6 SUVs.

3

Testimonials | CPA Advantage Edge

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Locations & Dates. America’s Tax Solutions. Education & Training. Cliff and Terrie S., EA, Anaheim, CA. It is an absolute fact that the tax business is going south, and it will continue to go south in the upcoming years. Take our firm for example. In two short years, we went fro [.]. Gerald K., CPA, Palo Hills, IL. I have a growing tax practice in Palos Hills IL that I started late in life after leaving the TPA retirement industry where I had been in charge of admini [.]. Jay R, Baltimore, MD.

4

America's Tax Solutions | CPA Advantage Edge

http://cpaadvantageedge.com/americas-tax-solutions

Locations & Dates. America’s Tax Solutions. Education & Training. America’s Tax Solutions. Helping CPA Firms Build a Profitable Wealth Management Business. Our mission is to equip our CPA affiliates with the necessary tools, resources, and training to effectively meet the complex needs and demands of their clients in the areas of asset management, retirement distribution planning, and wealth protection. There are a number of risks that can compromise a client’s income stream during retirement:. Proper re...

5

Planning | CPA Advantage Edge

http://cpaadvantageedge.com/americas-tax-solutions/planning

Locations & Dates. America’s Tax Solutions. Education & Training. Creating and engineering steady and reliable streams of income is critical during the retirement phase of one’s life. There are a number of risks that can compromise a client’s income stream during retirement:. 8211; living longer than clients planned or expected. 8211; changes to a client’s lifestyle when one spouse dies. 8211; facing significant out-of-pocket health care costs because Medicare does not pay all health-related expenses.

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CPA Advantage Edge |

Locations & Dates. America’s Tax Solutions. Education & Training. Americas Tax Solutions Best Practices Tour IRA Summit Tiffany’s Tax Tips Education. 2015 CPA Advantage Edge. Thanks to Best V6 SUVs. Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nis. 2458 S . 124 St.Suite 47.

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