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.
There is a difference between 'over-solicited' and 'over-served. ...Read More
There is a difference between 'over-solicited' and 'over-served.
Read MoreFind things that need to be done, but you don't have to be the one to do them.
Read MoreI paid my current accountant triple what I paid the last one, and I love it.
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