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 want to partner with someone committed to getting things right ...Read More
If you're not asking about it, it's happening away from you
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Getting the right words out of your mouth is complicated
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And if that doesn't happen, I'm not doing a good job, and you should fire me.
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