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.
How to make the most of your 401(k). ...Read More
How to deliver value when having tax conversations with clients.
Read MoreHow to communicate effectively so that your clients can make informed decisions.
Read MoreHow to ensure you are providing rock-star level value to clients through offering appropriate and strategic tax planning.
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