Tax Help and Compliance

We conclude our conversation with Steven Jarvis, CPA and co-founder of Retirement Tax Services, on our NextGen in 10 Podcast with an in-depth talk on the dos and don'ts of tax planning as one of the most in-demand services financial advisors can provide, as well as how to navigate restrictions placed on you by compliance. This episode continues a conversation 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."