Talkin' Taxes with Steven Jarvis CPA

Steven Jarvis, CEO of Retirement Tax Services, joins todays show. We cover:

• Tax topics that advisors actually focus on for their clients (hint: it's way less of an investment product focus than you'd think)
• How advisors do and don't network with Centers of Influences like CPAs
• What it's like to get an IRS letter or audit

https://retirementtaxservices.com/about/