Click Here To Listen To The Retirement Tax Services Podcast
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.
Steven's guest on today's episode may not pay the IRS, but like anything with taxes that decision is based on his specific circumstances and is not a general recommendation.
Death and taxes are universally accepted as the two great inevitabilities, are you helping your clients with both of them?
Tax-efficient investing is so much more than tax-loss harvesting (any robot can do that)
This episode takes away the most common excuses we hear for not doing more around tax planning. It's time to do more.
Tax value can come from helping clients pay less in taxes, but there is another side to the conversation.
Getting tax returns is a key piece of the puzzle at any size firm, but it's just the starting point.
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.
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