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.
Tax planning is like a game of telephone with your client stuck in the middle. ...Read More
Executive Summary: Welcome to the Retirement Tax Services Podcast! It is Tax Q-and-A Friday and Steven is answering a question submitted by an advisor named Daniel. Daniel’s in a situation […]
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Executive Summary: Welcome to the Retirement Tax Services Podcast! In this episode, Steven looks at interactions between financial planners and other centers of influence (COIs). Everyone hopes for things to […]
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Welcome to the Retirement Tax Services Podcast! In this episode, Steven discusses the best (and worst) ways for financial advisors to seek professional CPA referrals. Both Financial Advisors and CPA’s […]
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