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.
What's dragging you away from client service? ...Read More
Action is what counts. Implementation is better than knowledge.
Read More
Technology should be a genius assistant so Advisors can add more value to their clients.
Read More
Everything being thrown into a line item called "miscellaneous" doesn't count as bookkeeping.
Read More
