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.
Internal Use Only
Talkin' Taxes with Steven Jarvis CPA
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Dan S.
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Episode 57
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/