Join Steven Jarvis, CPA and co-host Micah Shilanski, CFPⓇ to see real life examples of what great financial advisors can learn from reviewing their client’s tax returns AND how to identify ways to deliver even more value to them. This isn’t just theory with blank forms from the IRS website, Steven and Micah will be using examples from real clients. As always the focus will be on what actions you can take with the information they are sharing.