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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

Crypto Taxes: Yes, you need to care about this with Tyrone Ross

If you're not asking about it, it's happening away from you

Podcasts

Tax Planning Legend: Robert Keebler

Getting the right words out of your mouth is complicated

Podcasts

Tax Pain Can Be Your Gain with Samantha Russell

And if that doesn't happen, I'm not doing a good job, and you should fire me.

Podcasts

Hating on Financial Advisors with Tyler Smith

And if that doesn't happen, I'm not doing a good job, and you should fire me.

Podcasts

Stock-based comp: Keep It Simple with Andre Nader

You have to start with understanding the goal you are trying to accomplish

Podcasts

When you have too many options with Ryan Metzler

You have to start with understanding the goal you are trying to accomplish

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.

Crypto Taxes: Yes, you need to care about this with Tyrone Ross

Tax Planning Legend: Robert Keebler

Tax Pain Can Be Your Gain with Samantha Russell

Hating on Financial Advisors with Tyler Smith

Stock-based comp: Keep It Simple with Andre Nader

When you have too many options with Ryan Metzler

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