Alanah sits down with Steven Jarvis, CPA and co-founder of Retirement Tax Services, to discuss what a CPA actually does and how financial advisors can work best with them to the benefit of their clients.

You can also listen to Steven's own podcast here.

SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors!

Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.