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.
I have a crystal ball, it's just broken ...Read More
I have a crystal ball, it's just broken
Read MoreTax planning only counts if it gets reported correctly
Read MoreTax planning is like a game of telephone with your client stuck in the middle.
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