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.
If you can't explain something in 3 minutes, you're not as smart as you think you are ...Read More
"Taxes HAVE to be part of the discussion"
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Tax planning has to be specific to the client situation, generic advice doesn't work.
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Building the right system will help you serve more of your ideal client AND serve your clients more efficiently so you can have the business and life you really want.
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