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
John Scherer, Founder of Trinity Financial Planning, joins the show to discuss how he shares the value of tax planning with his clients.
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Taylor Schulte joins the show to discuss the ins and outs of tax software, specifically how to be more intentional around it.
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The impact proper tax planning can have on your business as a financial planner, as well as how you can communicate this to your clients and set them up for success.
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