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.
Tax information is abundant, but not necessarily helpful. Great Advisors need to make sure they are focusing on education in their client process. ...Read More
Steven's guest on today's episode may not pay the IRS, but like anything with taxes that decision is based on his specific circumstances and is not a general recommendation.
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Death and taxes are universally accepted as the two great inevitabilities, are you helping your clients with both of them?
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Tax-efficient investing is so much more than tax-loss harvesting (any robot can do that)
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