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 paid my current accountant triple what I paid the last one, and I love it. ...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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