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Retirement Tax Services Podcast

Steven Jarvis
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.

Top mentioned books

Here are the most frequently recommended books on the Retirement Tax Services Podcast:
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#1 Mentioned in 1 episodes

The First 90 Days, The Advisor's Blueprint for a Remarkable Client Experience

The Advisor's Blueprint for a Remarkable Client Experience
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Libby Greiwe
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