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.
And if that doesn't happen, I'm not doing a good job, and you should fire me. ...Read More
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest today is advisor Matthew Jarvis of The Perfect IRA. Their focus is his annual 1099 letter sent […]
Read More
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Dominique Henderson, the founder of DJH Capital Management and The Jumpstart Coaching Lab. Much of his […]
Read More
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest for this episode is Benjamin Brandt of Retirement Starts Today. Benjamin is an expert on surge scheduling […]
Read More
