Ep. #54 – Retirement Collaboration with Your CPA

Picture of Tyler Woerner Tyler Woerner : Apr 29, 2022 10:15:44 AM

Podcast
Podcast logo: Make it count in business and life.

Powered by RedCircle

In this episode Marcus Mire, CPA interviews a founder of Retirement Tax Services Steven Jarvis, CPA, MBA. Steven talks about the importance of collaboration between retirement planners and CPAs. Learn all there is to gain and costly mistakes that collaboration can prevent.

Connect with Steven on LinkedIn

Check out the Retirement Tax Services Podcast