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.
More important than any designation is what you are actually doing to deliver value to clients ...Read More
Don’t fall into the gap between theory and execution
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Real-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.
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How to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.
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...Can Help You Transform
The Tax Return Review Process
From a Wild Goose Chase
to a Value Add Experience
$37 One-Time Payment
