ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Ep. 54: How Advisors Can Work with CPAs to Grow Their Practice"
Episode Synopsis
Financial advisors may find tax planning with CPAs difficult and time-consuming, but they each must play an essential part in the process. Alanah continues her interview with Steven Jarvis, CPA and co-founder of Retirement Tax Services.
You can also listen to Steven's own podcast here.
SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors!
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
You can also listen to Steven's own podcast here.
SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors!
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
More episodes of the podcast NextGen in 10
Ep. 65: Why Good Advisors Finish First
20/11/2023
In God we trust