It’s Tax Q&A Friday and Steven has another user-submitted
question. An advisor asks about the prospect-meeting process: What
are some simple ways to quantify the impact of tax planning or
different tax strategies?
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.