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 start with the basics and layer on complexity. ...Read More
Building the right system will help you serve more of your ideal client AND serve your clients more efficiently so you can have the business and life you really want.
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Tax planning provides value that is a multiple of our fee and that's just one of the services we provide.
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You have to be able to help clients turn down the emotional volume.
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