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.
Read MoreEverything being thrown into a line item called "miscellaneous" doesn't count as bookkeeping.
Read MoreGreat processes are really for your team, not for the advisor themselves.
Read MoreEVERY year we help taxpayers
correct backdoor Roth
contributions that got screwed up
the first time around, so we
created a checklist to help you
ensure your client isn’t the next
person we need to help
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