EPISODE · Jan 18, 2023 · 33 MIN
#32 - The Least Boring CPA You Know - Steven Jarvis
from Only Fee-Only · host Broc Buckles and Peter Ciravolo
Steven's Bio:Steven aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes! With over 10 years of experience from top accounting firms and by partnering with some of the most successful financial advisors in the industry, Steven is uniquely positioned to help financial advisors deliver massive value to their clients AND stay between the lines on compliance. With his valuable skill of distilling endless pages of IRS tax code and case law into easy to explain--easier to implement--actionable items that financial advisors can use with their clients today!Linkedin: https://www.linkedin.com/in/steven-jarvis-ba91aa23/Music in this episode obtained from Bensound.
Embed this episode
What this episode covers
Steven's Bio: Steven aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes! With over 10 years of experience from top accounting firms and by partnering with some of the most successful financial advisors in the industry, Steven is uniquely positioned to help financial advisors deliver massive value to their clients AND stay between the lines on compliance. With his valuable skill of d...
NOW PLAYING
#32 - The Least Boring CPA You Know - Steven Jarvis
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.