Where It All Began Retirement Tax Services podcast

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Trading Business Prajin Steven Jarvis Tax Planning

Inhoud geleverd door Prajin and Steven Jarvis. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Prajin and Steven Jarvis of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Retirement Tax Services Podcast »
Where it all began

2d ago 23:38

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MP3•Thuis aflevering

Inhoud geleverd door Prajin and Steven Jarvis. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Prajin and Steven Jarvis of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Welcome to a throwback edition of the Retirement Tax Services Podcast! Today, we’re rewinding to where it all began—Episode 1! Over 3.5 years ago, Steven launched the podcast to bridge the gap between financial advisors and tax professionals, starting with a topic that remains just as relevant today: the best (and worst) ways for financial advisors to seek professional CPA referrals. Joining Steven for this very first episode is none other than Matthew Jarvis, sharing his insights and experiences.

Both financial advisors and CPAs aim to grow their practices, and referrals from a trusted professional source are invaluable in that process. However, for many advisors, finding a CPA willing to reciprocate referrals can feel like an uphill battle. Looking back, it’s clear that this episode set the foundation for what RTS is all about: empowering advisors to deliver massive value to their clients through better tax planning.

https://zurl.co/xb7R

… continue reading

114 afleveringen

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

Artwork

Where it all began

Retirement Tax Services Podcast

11 subscribers

published 2d ago

Delen

MP3•Thuis aflevering

Inhoud geleverd door Prajin and Steven Jarvis. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Prajin and Steven Jarvis of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Welcome to a throwback edition of the Retirement Tax Services Podcast! Today, we’re rewinding to where it all began—Episode 1! Over 3.5 years ago, Steven launched the podcast to bridge the gap between financial advisors and tax professionals, starting with a topic that remains just as relevant today: the best (and worst) ways for financial advisors to seek professional CPA referrals. Joining Steven for this very first episode is none other than Matthew Jarvis, sharing his insights and experiences.

Both financial advisors and CPAs aim to grow their practices, and referrals from a trusted professional source are invaluable in that process. However, for many advisors, finding a CPA willing to reciprocate referrals can feel like an uphill battle. Looking back, it’s clear that this episode set the foundation for what RTS is all about: empowering advisors to deliver massive value to their clients through better tax planning.

https://zurl.co/xb7R

… continue reading

114 afleveringen

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

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