Avoiding Costly Mistakes in Investment Opportunities through Strategic Communication

In this episode, Matthew Jarvis teams up with Steven Jarvis, CPA, from Retirement Tax Services, to unveil the hidden pitfalls of IRA management that could cost your clients dearly. Discover how to navigate IRA rollovers without wiping out your client's retirement dreams. Learn why treating your client's IRA like a personal piggy bank is a recipe for disaster, and how to avoid these self-dealing traps. You'll also gain insights into transforming your practice through proactive and intentional tax planning strategies that set you apart from the competition. Don't let tax complexities derail your clients' financial future.

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Steven Jarvis: LinkedIn | Website - 8606 Masterclass - 37 Point Masterclass On Reviewing Tax Returns - 2nd Annual Tax Summit