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.
It's easy to forget that people don't know things unless you tell them. ...Read More
You have to know whether you are building a SpaceX Rocket or the Hogwarts Castle.
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"Action is more important than getting things 'just right'’
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Make life decisions first, and then sort out the tax implications. Taxes shouldn't be the reason to stay married but that doesn't mean they have to be a surprise in April.
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