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.
That's something you can do on every single return." ...Read More
Tax value can come from helping clients pay less in taxes, but there is another side to the conversation.
Read More
Getting tax returns is a key piece of the puzzle at any size firm, but it's just the starting point.
Read More
Tech is pervasive and ever changing, but the Advisor's role in a client's life is still integral.
Read More
