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Talkin' Taxes with Steven Jarvis CPA

Talkin' Taxes with Steven Jarvis CPA

Released Tuesday, 10th October 2023
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Talkin' Taxes with Steven Jarvis CPA

Talkin' Taxes with Steven Jarvis CPA

Talkin' Taxes with Steven Jarvis CPA

Talkin' Taxes with Steven Jarvis CPA

Tuesday, 10th October 2023
Good episode? Give it some love!
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Steven Jarvis, CEO of Retirement Tax Services, joins todays show. We cover:

  • Tax topics that advisors actually focus on for their clients (hint: it's way less of an investment product focus than you'd think)
  • How advisors do and don't network with Centers of Influences like CPAs
  • What it's like to get an IRS letter or audit

https://retirementtaxservices.com/about/


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Internal Use Only

For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. Episodes launched monthly.

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