This Tax Q&A Friday finds
Steven answering a question from Anthony, a financial advisor in
New York: How do you create a relationship with a client’s account
when their firm offersits ownwealth management practice?
About the Podcast
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.