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.
Getting people to move is the biggest challenge ...Read More
Tax planning has to be specific to the client situation, generic advice doesn't work.
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Building the right system will help you serve more of your ideal client AND serve your clients more efficiently so you can have the business and life you really want.
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Tax planning provides value that is a multiple of our fee and that's just one of the services we provide.
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