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.
More important than any designation is what you are actually doing to deliver value to clients ...Read More
Tax-efficient investing is so much more than tax-loss harvesting (any robot can do that)
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This episode takes away the most common excuses we hear for not doing more around tax planning. It's time to do more.
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Tax value can come from helping clients pay less in taxes, but there is another side to the conversation.
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...Can Help You Transform
The Tax Return Review Process
From a Wild Goose Chase
to a Value Add Experience
$37 One-Time Payment
