THIS WEEK’S PODCAST
You have to remember this is, first and foremost an investment. Listen
The impact proper tax planning can have on your business as a financial planner, as well as how you can communicate this to your clients and set them up for success.
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Reese joins the show to discuss the importance of actionable tax advice for clients and how his platform is hoping to achieve this.
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How to create a proactive, effective, and cooperative tax plan.
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Summary: Many financial professionals focus heavily on what to do without giving much thought as to how to execute the plan. However, the “how” is far more important than one […]
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How to avoid throwing your "cash in the trash" with Stacy Sherman.
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Creating a comprehensive tax plan for your clients that they understand.
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven Jarvis has a returning guest this week: Matthew Lincoln. He had so many mind-blowing things to say last week that we’ve invited him […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Matthew Lincoln. A long time Enrolled Agent and tax professional, Matthew has recently gotten his CFP designation. This (and years of […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest today is advisor Matthew Jarvis of The Perfect IRA. Their focus is his annual 1099 letter sent […]
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