Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
The Perfect RIA
Proactive Tax Planning Strategies and Summit Preview
The chapter emphasizes the importance of intentional tax planning, discussing the significance of creating a tailored plan considering factors like inherited IRAs, RMDs, big life events, and retirement. It also previews the upcoming retirement tax services summit with sessions focusing on tax planning strategies, systems, processes, and effective communication with clients.
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