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“The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business - The Diamond Podcast for Financial Advisors | OndaCast
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Back to The Diamond Podcast for Financial Advisors
EPISODE
April 3, 2025
“The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business
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The Diamond Podcast for Financial Advisors
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Mindy Diamond Financial Advisor Recruiter and Consultant
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Steven Jarvis, the founder and CEO of Tax Retirement Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor’s business by providing tax planning strategies and more.
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