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.
You have to be willing to hold people accountable; building relationships is a commitment. ...Read More
How to create a proactive, effective, and cooperative tax plan.
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Summary: Many financial professionals focus heavily on what to do without giving much thought as to how to execute the plan. However, the “how” is far more important than one […]
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