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
For most people $1 of tax savings is better than $10 of investment return, it's about the emotions behind it.
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Don’t fall into the gap between theory and execution
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Real-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.
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