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.
That's something you can do on every single return." ...Read More
You have to start with the basics and layer on complexity.
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It's easy to forget that people don't know things unless you tell them.
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Every money decision has a tax impact, and that's especially true for healthcare cost.
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