3min chapter

The Perfect RIA cover image

Making Taxes Easy with Guest Steven Jarvis

The Perfect RIA

CHAPTER

How to Carve Out a Clear Action Plan for Your Tax Practice

The RCS tax planning summit is September 27 to 29th in Las Vegas. The conference aims to help advisors get clear on what are those actions they need to be taking, where those actions need help clients take. "We didn't look around the industry and say, every tax information out there is garbage"

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