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 […]

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 […]

Backdoor Roth and Cream in the Coffee With Matthew Jarvis

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest is advisor Matthew Jarvis of The Perfect IRA. In addition to running his own practice, he’s written […]

Tax Planning For Younger Clients

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest this week is advisor Thomas Kopelman, who just co-founded Allstreet Wealth. While many financial planners focus on retirees, […]

Getting to your client’s “Why” on taxes

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is advisor Brendan Frazier, the founder of Wired Planning and host of “The Human Side of Money.” His […]