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.
That's something you can do on every single return." ...Read More
Asking questions often makes people defensive, but there are other ways to get people to open up.
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Real estate comes with a lot of tax nuance but with the right help can provide tremendous value.
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Requesting and reviewing tax returns as a financial advisor puts you in the minority, which creates huge opportunities.
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