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March 31, 2022
Financial advisors may find tax planning with CPAs difficult and time-consuming, but they each must play an essential part in the process. We continue our interview with Steven Jarvis, CPA and co-founder of Retirement Tax Services, on our NextGen in 10 Podcast, for more on the role of CPAs in financial planning and how they can integrate their services with many of those financial advisors offer.
You can also listen to Steven's own podcast, The Retirement Tax Podcast, for more on these and other topics.