This is the last call for my tax planning guide
I break down every single tax saving strategy that I wish I knew 3 years ago in a 30,000 word Notion guide
Most of these need to be implemented by December 31 to save money
RT / comment below and I'll DM you a free copy
@markcecchini Makes sense. So you manually fill out the Daily C/F sheet (along with all the others)? My fear is always staying consistent with manual entry systems.
@markcecchini @12HourFocus Did you have any pushback from compliance regarding allowing comments on posts? I’m told that specifically comments could look like testimonials or recommendations. Told them the whole point is to get comments and engagement. 😵💫
@markcecchini Abandoned the ‘all in one’ financial planning tool. I think it was the best thing we ever did. Use best in class tools for the specific job needed. For example, all distribution clients (within 5 yrs and retired) we use @WeAreIncomeLab.