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Retirement Tax Services Podcast

Apr 25, 2022

Are there specific things that advisors can do to improve their tax planning process for their clients? The answer is yes. And by avoiding a few common mistakes, advisors can make it easier for their CPAs, as well. Today we will be playing a recent conversation I had with my brother, Matthew Jarvis, on his podcast The Perfect RIA. During this discussion, we share how you can improve the relationship between CPA and advisor (regardless of which title you fall under).