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.
Jason Speciner will discuss the shift in his practice that he has seen since bringing tax preparation in-house and the hurdles he and his team have faced along the way. ...Read More
Jason Speciner will discuss the shift in his practice that he has seen since bringing tax preparation in-house and the hurdles he and his team have faced along the way.
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Jamie Shilanski, CFP, will be sharing her experience working with CPAs and how she has created the ultimate tax planning strategy for her clients.
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What to be aware of when it comes to taxes as a business owner because a one-size-fits-all approach never works.
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