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Elite VFO Collective
Join the largest Virtual Family Office event in the US and learn how to leverage a VFO to expand high-value services for your advisory or accounting firm.
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Master the Elite Model
During this live training, you’ll work alongside the VFO Tax Planning Team, VFO Specialists, and your VFO Liaison to jumpstart your Q4 tax planning. You’ll walk away with a clear plan to identify and move the right opportunities forward, leverage the turn-key VFO Tax Planning Process, and position your firm to capture significant tax planning revenue before year-end.
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