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Why Advisors Need a Yearend Tax Letter

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest today is advisor Matthew Jarvis of The Perfect IRA. Their focus is his annual 1099 letter sent […]

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Why Not to Do a Roth Conversion in 2022

While a powerful tool, Roth conversions are not a universal solution to reducing taxes.

Preventing Tax Return Amendments

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Dominique Henderson, the founder of DJH Capital Management and The Jumpstart Coaching Lab. Much of his […]

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Turn CPAs Into Referral Sources

Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.

Taxes And Surge Meetings

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest for this episode is Benjamin Brandt of Retirement Starts Today. Benjamin is an expert on surge scheduling […]

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Rentals And Tax Planning

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Eric Shadowens of DMLO CPAs. Real estate is Eric’s primary focus, and taxes definitely figure in. Education As a Value-add […]

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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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