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“Can we just make getting tax returns a requirement?” With Jeremy Straub

Getting tax returns is a key piece of the puzzle at any size firm, but it's just the starting point.

7 Tax Pitfalls Financial Advisors Should Avoid This Season

Some financial advisors may be tempted to wash their hands of taxes and leave them to the accountants. But that approach doesn’t ensure the best outcome for their clients. Great financial advisors know that, while the calendar has turned over on 2022, there is still work to be done before it is left behind. And that work is around taxes.

Tech in the Financial Planning World with Adam Holt

Tech is pervasive and ever changing, but the Advisor's role in a client's life is still integral.

You did a Roth conversion for how much!?!

Steven and his guest Larry Sprung go big sharing the largest Roth conversions they've seen.

Iterating on tax planning

Where ever you currently are with tax planning, keep iterating.

What “tax planning” actually looks like in an FA office

How to build a tax process the whole team can help with and how tax planning fits in with all the other great things financial advisors do and what it takes to make tax planning a reality.

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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