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
Buying a tax practice is not an overnight success.
Read MoreCan you really be 'comprehensive' if you're still looking for new value to add?
Read MoreYou have to know whether you are building a SpaceX Rocket or the Hogwarts Castle.
Read More