Steven’s latest guest is Jana Morrison of
Burkett Financial Services.
She’s both a CPA and a CFP. In a male-dominated industry,
she’s built a solid track record.
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.