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Easy Ways Advisors Can Spare Entrepreneurs Headaches

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Jamie Bosse, a CFP with Aspyre Wealth Partners. She’s written articles and books on financial literacy. Recently, […]

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Are You Planning for Your IRS “Mortgage”?

When is $500,000 not $500,000?   Conventional wisdom on preparing for retirement has often included refrains such as “become debt-free” and “defer, defer, defer”. There are situations where both of […]

Tax Myths Advisors Must Dispel

Executive Summary: Welcome to the Retirement Tax Services Podcast! Phil Putney of ASF Wealth Management is Steven’s guest today. Their topic is tax myths. People delay tax planning for retirement […]

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5 Myths That Your Clients Believe About Taxes

“The tax code is complicated… boring and overrated… You don’t want that, you want a pro!!!!!!!”   Of course, we are very proud of how well those lyrics fit the […]

Exclusive: Why a CPA Became a Financial Advisor

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s latest guest is Jana Morrison of Burkett Financial Services. She’s both a CPA and a CFP. In a male-dominated […]

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Are You Ready For The January 18th, 2022 Tax Deadline?

No, the IRS is not trying to balance out the last 2 years where the deadline to file was extended into July (2019) and May (2020). In fact, every year […]

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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