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.
Systems equal comfort, comfort equals profitability ...Read More
Client Selection Might Be The Best Protection
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Start With Client Question: “What do you offer in terms of tax planning?”
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It's not just about delegating the things you don't want to do.
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