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
Real-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.
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How to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.
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How to deliver value when having tax conversations with clients.
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