Are you trying to learn how to deliver massive tax value to your clients? Then look no further. Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
Tax planning is like a game of telephone with your client stuck in the middle. ...Read More
Tax planning is like a game of telephone with your client stuck in the middle.
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"There is more to tax-efficient investing than simply choosing an ETF."
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You have to start with the basics and layer on complexity.
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