Ep. #06: Adding Value for Clients with Tax-Focused Financial Planning - Jon Heller, CFA, CFP®, EA by Practical Wisdom from ACP Financial Advisors published on 2019-10-01T14:02:27Z Users who liked this track Sridhar Krishnan Sridhar Krishnan Joanne Davis Joanne Davis User 602246931 User 149463755 Practical Wisdom from ACP Financial Advisors Alliance of Comprehensive Planners