Got Clients With New Income?
Know how their taxes will actually get paid?
Master the Tax Rules That Actually Matter...
Join Steven Jarvis, CPA & Matthew Jarvis, CFP®, for a CE-eligible session built for advisors who want to take real tax action - not just talk theory.
“Help! I have a new source of income...how do my taxes get paid?”
August 20, 2025 | 9 AM PST
BONUS: How to address the Big Beautiful Bill with your clients!