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
Requesting and reviewing tax returns as a financial advisor puts you in the minority, which creates huge opportunities.
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With all the COVID changes the last couple of years, a lot of tax and financial professionals are going to be caught off guard by student loan changes in 2023.
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More important than any designation is what you are actually doing to deliver value to clients
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