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Have You Completed Your RBC Compliance Training?

If you have not yet taken your online RCB Compliance Training, be sure to do so by logging into your partner portal.  A PTIN is required for recording completion of the Compliance Training.  All preparers offering bank products this season must complete the REC Compliance Test.

Joseph Rogers

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Important Phone Numbers for 2026 Tax Season

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Helping Clients Navigate the “Gig Economy”

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