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All Things HSA (And Super HSA!) with Kelley Long

There's more you can be doing with HSAs.

Topics:
delivering value, financial planning, Health Savings Account, HSA, Kelley Long, massive value, savings, Super HSA,
Podcasts

Roth and Tax Preparer Collaboration with Michael Henley

Delivering value through tax prep.

Topics:
delivering value, financial planning, in-house CPA, massive value, Roth, tax planning, Tax Planning Process, Tax preparation, value adds,
Podcasts

Tax Planning Process No Matter the Tax Law with Joe Curry

Bringing massive value through tax planning.

Topics:
checklist, Joe Curry, massive value, seasonal meetings, tax planning, Tax Planning Process, value adds,
Posts

Clients Don’t Care About Roth vs. Traditional IRAs. So What?

Many financial advisors will object to the headline of this article, but advisors represent an incredibly small percentage of all taxpayers. Very few taxpayers care to be able to describe the difference between a Roth IRA and a traditional IRA. What they want to know is which option is right for them and what action they should take.

Topics:
Tax Strategies,
Podcasts

CPAs and CFPs CAN Get Along with Johnna Long

From tax accounting to tax prep collaboration with financial advisors.

Topics:
advisors, collaboration, CPA, finances, financial, financial advisors, Johnna Long, proactive, proactive taxes, tax planning, tax prep, tax preparer, taxes,
Podcasts

All Things Social Security with Devin Carroll

What you need to know to deliver value around Social Security.

Topics:
advisors, Devin Carroll, finances, financial, financial advisors, investments, social security, social security planning, tax planning, taxes,

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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