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.
You have to start with the basics and layer on complexity. ...Read More
How to ensure you are providing rock-star level value to clients through offering appropriate and strategic tax planning.
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How you can improve the relationship between Tax Planner and Advisor (regardless of which title you fall under).
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The value in setting up a legacy plan for your clients and how to collaborate with others to ensure the best outcome.
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