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Retirement Tax Services Podcast


Jul 9, 2021

On this episode of Tax Q&A Friday, Steven along with his guests Phillip and James are focusing on do-it-yourself tax preparation’s pitfalls. The question is “What do you typically see go wrong with clients who insist on preparing their own taxes?” Between Roth conversions and other strategies, there’s a lot that financial advisors may have to fix.

Are you interested in content that provides you with action steps that you can take to provide massive tax value to your clients? Then don't wait to sign up for our powerful online training sessions. Click on the link below to get started on your journey:
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