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
Tax information is abundant, but not necessarily helpful. Great Advisors need to make sure they are focusing on education in their client process.
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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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