DiscoverRetirement Tax Services PodcastTaking Action on Tax Planning with Matt Jarvis, CFP, Ep. 123
Taking Action on Tax Planning with Matt Jarvis, CFP, Ep. 123

Taking Action on Tax Planning with Matt Jarvis, CFP, Ep. 123

Update: 2023-01-30
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Taking complicated tax issues and making them simple for clients is essential if you want them to actually take action. So, how can we break down these complex topics in a way that is digestible? In this episode, Steven is joined by Matthew Jarvis to discuss how to help your clients by using plain language and avoiding technical jargon so that they better understand the information being presented to them.

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Taking Action on Tax Planning with Matt Jarvis, CFP, Ep. 123

Taking Action on Tax Planning with Matt Jarvis, CFP, Ep. 123