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.
Dean Barber joins the show to share his experience with including tax planning in his financial planning firm and why he believes it is essential for every advisor to consider doing the same. ...Read More
Learn about the tax law changes and how they may affect you.
Read More
Insight into serving clients in unique and highly effective ways.
Read More
Understanding the tools advisors can use to be better tax planners.
Read More
