Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
113: Ideas to Implement: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis
---------------
LINKS FROM THIS EPISODE:
Grab Steven's Book Don't Get Killed On Taxes Here!
Grab the 37-Point Tax Checklist Here!
(Email your receipt to efficientadvisor@gmail.com to get your BONUS)
Sign up for the RTS Webinar Here: Use Promo Code “LIBBY” to save 50%
Curious about the Retirement Tax Services Conference in…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.