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.

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Podcasts

Asking the right questions on taxes with Meghaan Lurtz

Asking questions often makes people defensive, but there are other ways to get people to open up.

Podcasts

Getting in the weeds on real estate and taxes with Tyler Harris

Real estate comes with a lot of tax nuance but with the right help can provide tremendous value.

Posts

Ask an Advisor: How Can Tax Rates Be Higher in Retirement Than Your Earning Years?

Required minimum distributions (RMDs) are certainly a reason that a person’s tax rate might go up in retirement, but they’re not the only reason. There are a number of possible scenarios in which a person faces higher taxes in retirement when compared to their earning years. (And if you need help with planning for taxes in retirement, consider matching with a financial advisor.)

Podcasts

Delivering Massive Value: The Bonus Edition – with Matthew Jarvis

Requesting and reviewing tax returns as a financial advisor puts you in the minority, which creates huge opportunities.

Podcasts

Big changes coming for student loans with Fred Amrein

With all the COVID changes the last couple of years, a lot of tax and financial professionals are going to be caught off guard by student loan changes in 2023.