This week on the Retirement Tax Services Podcast, Steven’s guest
is Derek Tharp, founder
of Conscious Capital and lead researcher
for Kitces.com. On the agenda is Q&A's, and quantifying
tax planning value using software tools.
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.