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

Stock-based comp: Keep It Simple with Andre Nader

You have to start with understanding the goal you are trying to accomplish

Podcasts

When you have too many options with Ryan Metzler

You have to start with understanding the goal you are trying to accomplish

Podcasts

Kicking off the new year! with Kevin Thompson

Getting people to move is the biggest challenge

Podcasts

The OGs of CPA/CFP Collaboration with John Pastore

Systems equal comfort, comfort equals profitability

Podcasts

Throwback: “You did a Roth conversion for how much!?!” with Larry Sprung

Steven and his guest Larry Sprung go big, sharing the largest Roth conversions they've seen

Podcasts

“Taxes over time” with Benjamin Brandt

Consistency is key

1
2
3
…
46
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.

Stock-based comp: Keep It Simple with Andre Nader

When you have too many options with Ryan Metzler

Kicking off the new year! with Kevin Thompson

The OGs of CPA/CFP Collaboration with John Pastore

Throwback: “You did a Roth conversion for how much!?!” with Larry Sprung

“Taxes over time” with Benjamin Brandt

Contact Us