Steven’s guest today is JimYoung, Vice President of
Wealth Management at TrilogyFinancial. Jim’s been doing tax
planning for years; long enough to see the paradigm change
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.