37 Point Masterclass

This course was created to provide a practical walkthrough of a resource that has been purchased and used by over 500 Financial Advisors across the country (and at least one in the UK, but the relevance will definitely be highest with the US Tax code). Pulling from years of experience and countless conversations about tax returns, Steven Jarvis, CPA recorded this course to provide actionable advice on how to review tax returns, reduce issues and errors, identify planning opportunities and more effectively talk with clients on this complex topic.

Course Content

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