Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Steven Jarvis, co-founder and CEO at Retirement Tax services where he aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes! Steven has over 10 years of experience from top accounting firms and is also the host of the Retirement Tax Services podcast where he utilizes valuable skills of distilling endless pages of IRS tax code and case law into easy to explain actionable items that financial advisors can use with their clients.
In our discussion we talked about:
🎙️ Taxes, Taxes, Taxes
🎙️ Uncovering Problems, Providing Solutions
🎙️ 5 Things to add value to client's tax returns
🎙️ Developing a Specialty
Resources:
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HUGE Podcast Announcement: Guess what is about to happen?
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