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Premium Tax Planning for Premium Fees with Patrick Lonergan

Tax planning provides value that is a multiple of our fee and that's just one of the services we provide.

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The emotional side of taxes with Christine Luken

You have to be able to help clients turn down the emotional volume.

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The other “least” boring CPA with Bob Wheeler

Some taxpayers are embarrassed to share the details of their tax life so you have to get the actual tax return as an Advisor.

Tax Planning Summit Takeaways (and sneak peak for 2024) with Matthew Jarvis

"There is so much power in learning from other people who are actively 'doing'"

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‘’I bought a tax practice!’’ What that actually looks like for an Advisor with Michael Cummings

Buying a tax practice is not an overnight success.

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The evaluation of tax planning with special guest Michael Kitces

Can you really be 'comprehensive' if you're still looking for new value to add?

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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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