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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Posts

Tax-Efficient Family Gifting: An Advisor’s Guide

A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.

Podcasts

Does Everyone Do Tax Planning Already? With Steve Atkinson

Consciously impacting tax planning.

Podcasts

Writing the Book on Solo 401(k)s with Sean Mullaney

The importance of education and communication with your clients to ensure they never miss out on tax planning opportunities.

Podcasts

Both Sides of Having an In-house CPA with Michael Henley and Chris Smith

Choosing the right partnership and how the client wins.

Podcasts

Going From the Client Seat to the Advisor Seat With Jacob Turner

The importance of communicating to your clients in a way that they understand and why it is essential to coordinate with the other people involved in your client's team, whether that be the CPA or the advisor.