Ep 27: Huge D-I-Y Mistakes Clients Often Make With Phillip Christenson and James Sexton


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By Prajin and Steven Jarvis. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

On this episode of Tax Q&A Friday, Steven along with his guests Phillip and James are focusing on do-it-yourself tax preparation’s pitfalls. The question is “What do you typically see go wrong with clients who insist on preparing their own taxes?” Between Roth conversions and other strategies, there’s a lot that financial advisors may have to fix. Are you interested in content that provides you with action steps that you can take to provide massive tax value to your clients? Then don't wait to sign up for our powerful online training sessions. Click on the link below to get started on your journey: https://www.go.retirementtaxservices.com/rts-registration-0728-a

62 episodes