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.
Getting people to move is the biggest challenge ...Read More
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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Natalie joins the show to discuss how she helps her clients to get clear on what that ‘net’ dream really looks like.
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Jeremy Keil shares several insights from his own practice as well as a couple of ways that he helps clients get value from the process.
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