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
From tax accounting to tax prep collaboration with financial advisors.
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What you need to know to deliver value around Social Security.
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What it looks like to achieve balance—and how to do it!
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