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Steven Jarvis, CEO of Retirement Tax Services, joins todays show. We cover:
- Tax topics that advisors actually focus on for their clients (hint: it's way less of an investment product focus than you'd think)
- How advisors do and don't network with Centers of Influences like CPAs
- What it's like to get an IRS letter or audit
https://retirementtaxservices.com/about/
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