Content Library

Are you trying to learn how to deliver massive tax value to your clients? Then look no further. Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.

Listen Now

Podcasts

Your team is a cheat code for success: What are you doing about it? With Amy Kizer

What's dragging you away from client service?

Podcasts

Be selfish! Make sure you have your own tax plan! with Ted Jenkin

Tax Advice is ALWAYS on clients' minds.

Podcasts

There’s more to taxes than just numbers with Jerome Myers

Paydays don't change the rest of your life

Podcasts

Do annuities suck or do you suck at annuities? with Brian Smith

Like anything else, annuities are all about the right fit

Podcasts

Becoming the Uber of tax planning with Libby Greiwe

Expectations are the death of gratitude

Podcasts

Navigating International Tax Waters with Renato Baccaro

Tax laws have been a fight for thousands of years

1
2
3
…
48
NEXT PAGE >

The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

Your team is a cheat code for success: What are you doing about it? With Amy Kizer

Be selfish! Make sure you have your own tax plan! with Ted Jenkin

There’s more to taxes than just numbers with Jerome Myers

Do annuities suck or do you suck at annuities? with Brian Smith

Becoming the Uber of tax planning with Libby Greiwe

Navigating International Tax Waters with Renato Baccaro

Contact Us