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
It takes an intentional plan to go from snorkeling on taxes to Scuba diving, which is where the real value is.
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There is more to tax efficient investing than simply choosing an ETF.
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Every advisor should be creating content of some kind
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