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.
What's dragging you away from client service? ...Read More
I'm DIYer, I'm all about that but there are limits and it's important to know what they are.
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Sometimes the basic stuff is the best stuff.
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This has to be situation-specific. Seemingly similar situations can have polar opposite recommendations.
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