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.
I don't have a moment of fear or panic when I hear from the IRS because of my approach to taxes using the straight-face test."
Read More
I have a crystal ball, it's just broken
Read More
Tax planning only counts if it gets reported correctly
Read More
