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Tag: outsourced

LPL launches new tax planning, outsourced CFO solutions for advisors

Posted on October 29, 2023 by Thomas Powell

LPL Financial is empowering its advisors to retain tax planning business in-house rather than referring clients to external services – and to leverage an outsourced CFO in their business. The firm’s newest Tax Planning Service links advisors with LPL’s tax planning specialists to enable them to identify clients who would benefit from the service, provide…

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