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Tech
Compliance
Community
Support Solutions
Compliance
Bookkeeping
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Sapphire Membership
Resources
Blog
Podcast
Guides & Courses
Webinars & Virtual Events
Free Guide: Starting an RIA
Free Guide: RIA Registration
Events
XYPN LIVE
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XYPN Blog
/ Bookkeeping (3)
Financial Advisors
The Four Steps to Conquering Self-Employment Taxes as an Advisor
Financial Advisors
XYPN Roundup: Everything You Need to Know From Our Tax Experts
Financial Advisors
What Giving Through a Donor Advised Fund (DAF) Means for Your Taxes
Financial Advisors
Considering the Benefits of a Tax Extension as a Financial Advisor
Financial Advisors
How State Conformity to Federal COVID-19 Relief Measures Impacts Your Taxes
Financial Advisors
Everything Independent Financial Advisors Need to Know to File Their Taxes
Financial Advisors
Saving for Retirement as a Financial Advisor – A Tax Expert's Take
Financial Advisors
A Guide to the New 2020 Form 8915-E
Financial Advisors
Year-End Tax Planning: Decisions to Weigh