With the insight of seasoned and experience professionals P. J. DiNuzzo and Steven Jarvis, readers can substantially reduce how much they send to the IRS--and all by following their rules.

Formato	Tapa suave
Número de Páginas	238
Lenguaje	Inglés
Editorial	Morgan James Publishing
Fecha de Publicación	2023-01-03
Dimensiones	8.5" x 5.5" x 0.54" pulgadas
Letra Grande	No
Con Ilustraciones	No

Jarvis, Steven

Steven Jarvis, co-founder, CEO and Head CPA of Retirement Tax Services has never been a stereotypical accountant. Steven received his bachelor's degree in Accounting from Brigham Young University-Idaho and his Master of Business Administration degree from Eastern Washington University in addition to being a licensed Certified Public Accountant (CPA). While Steven has put in years behind a keyboard, he has always found other ways to engage and connect with people around him.

Steven worked an adjunct professor at Whitworth University from 2018 to 2020; today, he co-hosts a tax focused podcast (the Retirement Tax Podcast) that thousands of taxpayers tune into each month, hosts a podcast teaching financial advisors how to deliver more value through tax planning and is a nationally recognized speaker on tax-related topics. Steven also writes extensively, having been published in U.S. News, Advisor Perspectives, Rethinking65 along with the regular articles he writes for Retirement Tax Services. He currently resides in Spokane, WA.

Dinuzzo, P. J.

P. J. DiNuzzo is the Founder, President, Chief Investment Officer (CIO), Chief Compliance Officer (CCO), and Director of Business Development for DiNuzzo Private Wealth, Inc./DiNuzzo Family Office/DiNuzzo Wealth Management, which has operated as an SEC Registered Investment Advisory Firm since 1989 and manages $882 million in assets under management as of June 30, 2021.

P. J. has earned numerous designations, including the distinguished Personal Financial Specialist (PFS(TM)) designation and the Accredited Investment Fiduciary(R) (AIF(R)) designation. He is also the author of the Wall Street Journal and USA Today bestselling book, The DiNuzzo Middle-Market Family Office Breakthrough (Morgan James, 2022) and The Seven Keys to Investing Success (Lioncrest Publishing, 2020). P. J. has appeared and been interviewed on numerous occasions regarding Strategic Asset Allocation, Portfolio Diversification, Indexing, Rebalancing, and Retirement Income Planning on various Television and Radio programs including: OPRAH & Friends with Jean Chatzky on XM Radio, CNBC- TV Power Lunch, KDKA-TV2 Sunday Business Page with Jon Delano, The Lange Money Hour radio show with Jim Lange, and The Street.com TV. He currently resides in Pittsburgh, PA.