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March 24, 2022
We sit down with Steven Jarvis, CPA and co-founder of Retirement Tax Services, on our NextGen in 10 Podcast to discuss what a CPA actually does and how financial advisors can work best with them to the benefit of their clients. This episode begins 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.