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Ep. 54: How Advisors Can Work with CPAs to Grow Their Practice
Financial advisors may find tax planning with CPAs difficult and time-consuming, but they each must play an essential part in the process. Alanah continues her interview with Steven Jarvis, CPA and co-founder of Retirement Tax Services.
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.
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By nextgenin10
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Financial advisors may find tax planning with CPAs difficult and time-consuming, but they each must play an essential part in the process. Alanah continues her interview with Steven Jarvis, CPA and co-founder of Retirement Tax Services.
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.