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Welcome to NextGen in 10, a production of The American College of Financial Services. Our mission: to produce stimulating, thought-provoking content that will increase awareness of financial planning, establish best practices for a new generation of advisors, and help those in the profession better connect with next-generation clients. Join our next-gen hosts and guests as they navigate the complex world of financial services and spill the tea on today's timely topics.
Episodes
Thursday Mar 31, 2022
Thursday Mar 31, 2022
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.
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