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.
Find things that need to be done, but you don't have to be the one to do them. ...Read More
The importance of communicating to your clients in a way that they understand and why it is essential to coordinate with the other people involved in your client's team, whether that be the CPA or the advisor.
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How to approach the Employee Retention Credit.
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Dean Barber joins the show to share his experience with including tax planning in his financial planning firm and why he believes it is essential for every advisor to consider doing the same.
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