In episode 32, HowToArticulateYourTaxPlanning, Steven
began going over
the 2020 US individual tax return. This
episode continues his focus on explaining each line to clients.
Today, we resume reviewing the 1040 on Page 2
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.