Workshop Archive 2018-19

Click Workshop Image to access Video Recording, Streaming Podcast / Mp3 Download, Handouts and Executive Summary.

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Live! Navigating the Dealership Business in Volatile Times

Featuring: Alan Haig of The Haig Partners
Air Date: November 14 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNK2

Politics, Economy and Technology all contribute to making the next year a challenge for auto dealers.  Get facts, charts and analysis from Alan Haig at the Haig Partners.

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Live! Health Check:  Dealership TeleCom Choices

As technology advances, the choices of TeleCom for the dealership become more and more complex.  Legacy systems, hosted telecom, cellular integration… Phillip Sherman visits with us to offer some guidance.

 

Featuring: Phillip Sherman
Air Date: November 21 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNK3

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Live! End-of-Year Accounting… Process and Checklist

Featuring:  Rob Campbell from Withum
Air Date: December 12 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNL2

A solid, step-by-step process and checklist for getting all your accounting ducks in a row to close out the year.  Get it done with organization and speed.

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Live! Everything Auto Dealers Need to Know about IRS Form 1099

Featuring:  Rob Campbell & Nicole DeRosa, CPA MAcc Tax Manager at WithumSmith+Brown PC
Air Date: December 19 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNL3

December 2019 Update - Experts provide a detailed report on common misconceptions and processing errors related to W-9 and IRS Form 1099.  Get the complete review at this workshop.

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Quick Service Lanes and Express Service Operations are a challenge. How
is Quick Service working in your store/ Rob Kealey performs a Health
Check and has some recommendations

 

Featuring: Rob Kealey of Fixed Ops Solutions 360
Air Date: October 17 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNJ3

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Health Check: Service Lane

Service Customers in your Service Lane provide multiple opportunities every day to either build or destroy customer relationships and future business.  Let’s do a Health Check…

 

Featuring: Rob Kealey of Fixed Ops Solutions 360
Air Date: September 19 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNI3

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The Key Performance Indicators for Today’s Used Car Market

Margin Compression and Competition are the primary challenges in today’s used vehicle marketplace. Knowing your “numbers”… your KPI targets… will help you operate more efficiently!

 

Featuring: Ed French of AUTOPROFIT
Air Date: October 3 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNJ1

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Health Check: Parts Physical Inventory

Horror stories on the results of a physical count of your parts inventory are sometimes epic.  Let’s do a Health Check on your physical inventory process and see how it measures up.

 

Featuring: Mark Payne Total Dealer Solutions

Air Date: Thursday August 22 2019

1pm Eastern / 12pm Central / 11am Mountain / 10am Pacific

Program Length: 60 minutes 

SKU DNH4

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Health Check: Dealership Accounts Payable

Accounts Payable responsibilities go far beyond simply paying the bills.  It is a critical function and component of your dealership’s cash flow…

 

Featuring: Christine Andrews & Rob Campbell of Withum

Air Date: Thursday August 15 2019

1pm Eastern / 12pm Central / 11am Mountain / 10am Pacific

Program Length: 60 minutes 

SKU DNH3

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Health Check: Warranty Administration

There are many ways for things to go wrong in the preparation, submission, collection and the protection of your warranty claims and payments.  Let’s see how you are doing.

 

Featuring: Rob Campbell of Withum

Air Date: Thursday August 8 2019

1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific

Program Length: 60 minutes 

SKU DNH2

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Health Check: Automotive Digital Marketing

Examine the Elements and Performance Standards of a Highly Effective Dealership Digital Marketing Program

Featuring: Glenn Pasch of PCG
Air Date: Thursday June 27 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNF4

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Health Check: Dealership Body Shop

If you have a Body Shop… Or Thinking About it… This Performance Check List is for you!

Featuring: Gary Edwards
Air Date: Thursday June 20 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNF3

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Health Check: General Manager’s Office

How to Self-Audit the GM Position for Maximum Results and Efficiency… What to Measure…Where to Focus!

Featuring: Jeff Sacks
Air Date: Thursday June 13 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNF2

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Health Check: Dealership Cyber Security

Cyber Security is a moving target. Tune in to discover the new tricks hackers are using to rip you off…

Featuring: Erik Nachbahr of Helion Technologies
Air Date: Thursday May 30 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNE5

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Health Check: How Healthy is Your Parts Dept?

Chuck Hartle’s Checklist of What to Look For in an Efficiently Run and Highly Profitable Parts Department

Featuring: Chuck Hartle’ of PartsEdge
Air Date: Thursday May 23 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNE4

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Health Check: Used Vehicle Departments

Ed French’s Six Strategies for Creating a High Performance Used Car Operation

Featuring: Ed French of AUTOPROFIT
Air Date: Thursday May 16 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNE3

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Health Check: Taking Stock of Your F&I Department

Your Bottom Line Depends on the Efficiency of F&I Management and Execution. How Healthy is your F&I Department?

Featuring: Becky Chernek & Ted Ings
Air Date: Thursday May 2 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNE1

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Health Check: BDC Organization & Effectiveness

Check Lists and Process For Evaluating the Success of Your BDC Efforts. How Healthy is your BDC?

Featuring: Joni Stuker
Air Date: Thursday April 25 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DND4

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How Auto Dealers are Benefitting from “Ride-Share” Drivers

Featuring: Brian Benstock, VP & GM at Paragon Honda and Paragon Acura
Air Date: March 28 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNC4

Catering to Uber, Lyft and other Ride Share Entrepreneurs

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Dealership Accounting Office Health Check

Featuring: Brooke Samples of Profit Blueprints
Air Date: March 21 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNC3

Is your Accounting Office Operating Efficiently? Effectively?... How to Know!

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How to Write a Killer Business Plan for Service Improvement

Featuring:Don Tipton
Air Date: Thursday March 7 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNC1

How to Advance from Caretaker to Business Builder

You won’t get there if you don’t know where you are going. Create a Business Plan for Fixed Operation Success in 2019.

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Lower Gross Margins & Rising Costs: Solutions for Dealership Expense Mgt

Featuring: Jodi Kippe & Steve Wojcicki, CPAs
Air Date: March 14 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 70 minutes 
SKU ENC2

Gross margins have been shrinking for auto dealers. At the same time your cost of doing business is on the rise. It is time to re-focus on ways to at least slow down those two alarming trends.

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Internal Dealership Controls to Prevent Theft and Embezzlement

Featuring: Jeremy Epstein CPA, CFE, CAMS & Maya Sutanto CPA from Crowe
Air Date: February 28 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNB4

Auto dealers are routinely surprised and shocked at how a trusted employee could have stolen so much without obvious detection.

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Planning for Huge Changes in Auto Retailing

Featuring: Alan Haig of The Haig Partners
Air Date: February 14 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNB2

Disruptive Trends and Technologies Threaten to Upend Auto Dealership Business Models in the Coming Decades. 

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The Legal Minefield for Auto Dealers in 2019

Featuring: Eric Chase, J.D. from Bressler Amery Ross
Air Date: February 7 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNB1

Join noted auto dealer attorney Eric Chase for a detailed discussion of the legal challenges facing retail automotive dealer in the coming year.

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Keys to Shrinking WIP and Unapplied Labor

Featuring: Rob Campbell from Withum
Air Date: January 17 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNA3

Unapplied labor hours means you either did not sell the time (which of course is now no longer saleable), or the accounting is not tight and efficient.

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How to Find, Hire and then Keep Highly Productive BDC Reps

Featuring: Featuring: Joni Stuker
Air Date: January 10 2019
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DNA2

The tasks of your BDC require some special skills and temperaments. Recruiting the right person, with the base skills, personality traits and ability to learn can be difficult.

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Aligning Dealership Pay Plans to the Labor Market & Economy of 2019

Air Date: Thursday December 13 2018
1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
Featuring: Brooke Samples of Profit BluePrints
SKU DML2

With unemployment at a low 4% and strong economic performance, keeping your best people is your highest priority. They are way too hard to replace.

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Accounting Consolidation for Multi-Location Dealer Groups

Air Date: Thursday December 6 2018 
1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
Featuring: Jodi Kippe & Kara Perkins from Crowe 
Program Length: 60 Minutes
SKU EML1

Jodi Kippe and Kara Perkins from the Retail Dealer Group at Crowe  detail how some dealer groups have elevated their accounting structure and processes to attain efficiencies and improved reporting by consolidating certain accounting office functions. 

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Re-Engineering Express Service… Secrets Behind Making It Work for the Dealership & Customer

Air Date: Thursday November 15, 2018
1pm Eastern/ Noon Central/ 11am Mountain/ 10am Pacific
Featuring: Don Tipton
SKU EMK3

Today's service customers demand fast, efficient service for routine maintenance… Many managers complain that it just does not work…. Why not? It works for some!

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7 Point Checklist for CRM Choice & Due Diligence

Featuring: Stefan Drechsel of The Gillrie Institute
Air Date: Thursday November 8 2018
1pm Eastern/ 12pm Central / 11am Mountain / 10am Pacific
Program Length: 60 minutes 
SKU DMK2

Fresh from a Gillrie Survey on CRM dealership satisfaction, Stefan Drechsel offers a list of considerations for your dealership organization

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How Healthy is Your Service Department? Let’s Perform a Check Up

Featuring: Ed Kovalchick of Net Profit, Inc
Air Date: Thursday October 25 2018 at 1pm Eastern - 12pm Central - 11am Mountain - 10am Pacific
Program Length: 60 minutes 
SKU: DMJ4

Annual check ups are a means of auditing your health and wellbeing. Same goes for all dealership departments. Ed Kovalchick offers some guidelines to establish just how well your Service Department is performing.

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Accounting Best Practices: Mastering the One-Day End-of-Month Closing

Featuring: Brian Brueggeman, CPA at Crowe
Air Date: October 18 2018
Program Length: 60 minutes 
SKU DMJ3

It’s No Secret or Surprise! Fast, Accurate Monthly Financial Statements have multiple benefits…

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Fearless Firing…Effective, Confident, Humane

Featuring: Charles Feuss J.D. Kilpatrick Townsend & Stockton LLP
Program Length: 60 Minutes

Air Date: October 4 2018
SKU EMJ1

Hiring and firing are normal and unavoidable aspects of business… Every manager needs to be educated about how to terminate an employee while minimizing risk!

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How F&I Reinsurance Provides Value after Tax Reform

Featuring: Joe Magyar, Tax Partner at Crowe LLP
Air Date: September 27 2018
Program Length: 60 minutes 
SKU DMI4

What are the impacts of recent changes in the law?...&… Is a Captive Insurance Company right for you?

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Keeping Pace with New Technologies for the Auto Dealership

Presenter: Erik Nachbahr at Helion Automotive Technologies
Air Date: September 13  2018
Program Length: 60 minutes 
SKU: DMI2


Technology advances and changes faster and faster… Auto Tech Expert sorts is out for you… Find out what you really NEED to know…

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A Scientifically Proven & New Look at Fixed Ops Pay Plans

Presenter: Ray Branch of The KEEPs Corporation
Air Date: August 23 2018
Program Length: 90 minutes 
SKU: EMH4

Traditional Fixed Ops Pay Plans reward average performance… and if fact promote mediocrity. Better to use Key Performance Indicators to change behavior (process) to produce the gross profit goals desired.

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6 Internal Theft Scams that were Surprisingly Successful

Featuring: Christine Andrews & Rob Campbell from WithumSmith+Brown
Air Date: August 9 2018
Program Length: 60 minutes 
SKU DMH2

Employees steal for a variety of personal motivations.., but the primary reason they steal is OPPORTUNITY!

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Auto Technicians: Finding, Recruiting & Training for Today and the Future

Featuring: Ed Kovalchick, Net Profit Inc
Air Date: August 2 2018
Program Length: 60 minutes 
SKU DMH1

Current auto technician shortages, along with projected increased demand, is a real problem. Ed Kovalchick focuses on the growing problem and offers numerous ways you can recruit successfully for this vital position.

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Mega-Trends Impacting Auto Retail In 2018… Highlights from the Haig Report

Presenters: Alan Haig and Kevin J. Nill
Air Date: July 26 2018
Program Length: 60 minutes 
SKU DMG4

The Issues and Realities of Retail Automotive in 2018 and How That Impacts Dealer’s Ability to Compete, Profit, and Grow the Enterprise

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The Exceptional Service Advisor

Featuring: Don Tipton

Air Date: July 19 2018
Length: 65 Minutes
SKU EMG3

Get the Right Person in the All-Important Service Advisor Position… Arguably the Most Significant "Profit Impact Player" on your Team!

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The Habits & Practices of the Exceptional General Manager

Presenter: Jeff Sacks
Air Date: July 12 2018
Program Length: 60 minutes 
SKU DMG2

What are the common traits that allow some Automotive General Managers to stand out among their peers? Those that do stand out…what makes them tick?

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How to Balance the Parts Department Checkbook

Presenter: Rob Campbell
Air Date: May 31 2018
Program Length: 60 minutes 
SKU DME5

How to make the Parts DMS inventory Jive with the General Ledger!

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How to Create a "Disney-Like" Customer Experience In Your Dealership Service Department

Presenter: Don Tipton of DTC Retail Consulting
Air Date: May 10 2018
Program Length: 90 minutes 
SKU EME2

Find out what it would take to change your Service Department so that customers want to return and do business with you! Instead of "marketing" to them, create the retail atmosphere that "attracts" them and pleases them no end!

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Due Diligence Essentials for Buyers and Sellers

Featuring: Thomas England & Jonathan Wilke CPAs at Dixon Hughes Goodman LLP

Air Date: May 3 2018
Program Length: 60 Minutes
SKU: DME1

Auto Group Consolidation Continues. Chances are you will be a Buyer or a Seller in the near future. Experts share their priorities and considerations no matter what side of the table you sit. 

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Why Many Dealership BDCs Fall Short & How to Fix It

Featuring: Joni Stuker

Air Date: April 19 2018
Program Length: 60 Minutes
SKU: DMD3

The time and money you spend on installing, training and hiring is often wasted, if you have neglected the absolute need to get all stake holders on board.

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2018 Update: Habits & Practices of the Exceptional Service Manager

Featuring: Ed Kovalchick of Net Profit Inc.

Air Date: April 5 2018
Program Length: 60 Minutes
SKU: DMD1

Some Exceptional Service Managers have Mastered the Art of Business Building… Here is how they consistently get it done! 

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Auto Dealership Staffing Metrics

Featuring: Brooke Samples from Profit Blueprints

Air Date: March 29 2018
Program Length: 60 Minutes
SKU: DMC5

More Sales, More Profit & with the Right Amount of Staff 

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Business Math and Financial Analysis for Service Managers

Featuring: Rob Campbell - WithumSmith+Brown

Air Date: March 15 2018
Program Length: 60 Minutes
SKU: DMC3

Basic & Advanced Financial Analysis for Dealership Service Directors & Managers – Forecasting – Net Profit Improvement

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IT Horror Stories - Breaches Costing Auto Dealers Big Losses of Data and Money

Featuring: Erik Nachbahr from Helion Technologies

Air Date: March 8 2018
Program Length: 60 Minutes
SKU: DMC2

Dealership IT Expert profiles some of the worst cases of IT Security Intrusions at Auto Dealerships… How to identify the weakness and Plug the Leaks

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Understanding the Automotive Financial Statement for GMs and Dealership Department Managers

Featuring: Brooke Samples of Profit Blueprints LLC

Air Date: February 22 2018
Program Length: 60 Minutes
SKU: DMB4

Popular Skill Workshop Returns with Revisions & Additions in Response to Attendee Questions & Concerns

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What Auto Dealers Need to Know about IRS Form 8300

Featuring: Terri Harris from Dixon Hughes Goodman

Air Date February 15 2018
Program Length: 60 Minutes
SKU: DMB3

As with everything involving U.S. tax law… The Devil is in the Details

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Preventing Sexual Harassment in the Dealership

Featuring: Charlie Feuss J.D.

Air Date: January 25 2018
Program Length: 60 Minutes
SKU: DMA4

We can credit raunchy business leaders, entertainers and politicians for creating the “#MeToo” movement. Question: Is there a pattern of similar abuse within your business?

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How to Manage Auto Dealership Online Reviews

Featuring: Jon Eyre & Matt Boyce of Podium

Air Date: January 11 2018
Program Length: 60 Minutes
SKU: DMA2

Positive Online Reviews not only drive car-buying traffic, but enhance your profile on sites like Google, Cars.com, DealerRater and Edmunds

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U.S. Tax Reform - What’s In There for Auto Dealers?

Featuring: Joseph Magyar CPA & Natalie Frenier CPA from Crowe Horwath

Air Date:  January 4 2018
Program Length: 60 Minutes
SKU: DMA1

Dealership Tax Experts Dissect the Trump Administration’s Tax Reforms… focus on Tax Implications for Auto Dealerships & Dealers

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