Steven’s returning guest this Monday is advisor Matthew Jarvis
of The Perfect RIA. Their focus is Matt's annual 1099 letter sent
in preparation for tax season. If you don't have one, your clients
need you to start one
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.