Steven Jarvis, CPA is joined in this episode by the founder and President of Advisorist, Jeremiah Desmarais as they talk about ways Advisors can spend more time delivering value and less time drowning in tasks that could be delegated. Jeremiah brings deep experience and countless success stories of helping Advisors take their practices to the next level and Steven brings it all back to tax planning (this is still a tax podcast after all). Listen through to the end as Steven and Jeremiah share some exciting upcoming collaborations that will offer Advisors a chance to go deeper and get resources that will help them make 2024 the best year yet.
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Retirement Tax Services Podcast