A Different Approach To Working With Tax Preparers

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Today’s guest is Matt Miner, founder of Miner Wealth Management and host of the Work Pants Finance podcast. Despite being […]

Working with CPAs and Pending Tax Legislation

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Maggie Klokkenga, the founder of Make a Money Mindshift. Maggie’s services include helping clients vet prospective CPAs […]

Talking Tax With an Enrolled Agent

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Lisa Niser, an enrolled agent specializing in individuals, small businesses, and tax education. Enrolled Agents, Explained The […]

Easy Ways for Advisors to Maximize Deductions

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is CPA Mike Jesowshek, host of the Small Business Tax Savings Podcast and founder of JETRO and Associates. […]

Why Tax Planning is Not a Choice—But Being Great At It Is

The IRS is not shy. They want a cut of the action anytime money is involved.   Taxation doesn’t discriminate either: They will take their piece whether it’s cash, real […]

Take Ownership Of Your Clients, No Matter What

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest today is Micah Shilanski CFP®, co-founder of The Perfect RIA. Micah recently took some offline time to recharge—but his team […]