Retirement Tax Services Podcast

Every Advisor Should Prepare a Tax Return with Jacob DuBose


Listen Later

In this episode, Steven is joined by Jacob DuBose, a financial advisor who has taken the time to do hands-on tax preparation. Jacob comes on the show to share his experience being a contractor with H&R Block and getting to see firsthand what tax preparation actually looks like. Steven and Jacob discuss the value of learning through hands-on work, including tax preparation, but also through tax planning and reviewing tax returns that financial advisors can do at any point throughout their career. 

https://zurl.co/5nRG

...more
View all episodesView all episodes
Download on the App Store

Retirement Tax Services PodcastBy Steven Jarvis

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

111 ratings


More shows like Retirement Tax Services Podcast

View all
The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

734 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,295 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

492 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

548 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

456 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

245 Listeners

The Long View by Morningstar

The Long View

851 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

230 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

763 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

104 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

145 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

126 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

690 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

169 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

123 Listeners