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.
Technology should be a genius assistant so Advisors can add more value to their clients. ...Read More
Technology should be a genius assistant so Advisors can add more value to their clients.
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Everything being thrown into a line item called "miscellaneous" doesn't count as bookkeeping.
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Great processes are really for your team, not for the advisor themselves.
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EVERY year we help taxpayers
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