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.
And if that doesn't happen, I'm not doing a good job, and you should fire me. ...Read More
It's very difficult to sell a business that isn't growing
Read MoreLet's all talk so we make sure everything is taken care of
Read MoreSame question, different professional, different answer
Read More