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
Some taxpayers are embarrassed to share the details of their tax life so you have to get the actual tax return as an Advisor.
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"There is so much power in learning from other people who are actively 'doing'"
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Buying a tax practice is not an overnight success.
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