How a Solo Tax Advisor Went From $0 to $250K in 12 Months with Harness
Harness Wealth
JUNE 5, 2024
These clients value tax planning to help them understand how taxes fit into their decision making process when deciding how and when to exercise their options and planning for eventual liquidity events. Gabe helps facilitate client communications, set up introduction calls, and manage tax engagements through the client portal.
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