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.
What's dragging you away from client service? ...Read More
Tax planning is like a game of telephone with your client stuck in the middle.
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I don't know how you can do financial planning without touching taxes
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It's very difficult to sell a business that isn't growing
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