Ep 38: Reviewing The 1040 To Quantify Advisory Value

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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.

In episode 32, How To Articulate Your Tax Planning, Steven began going over the 2020 US individual tax return. This episode continues his focus on explaining each line to clients. Today, we resume reviewing the 1040 on Page 2

62 episodes