Taxation Magic Tricks vs. Truth

Executive Summary: Welcome to another Tax Q&A episode of Welcome to the Retirement Tax Services Podcast!  Steven’s guest Monday was Frank Murillo of Snowden Lane Partners. One of the questions Frank is most frequently asked […]

How Advisors Should Strategize for RMDs in 2021

Executive Summary: Welcome to the Welcome to the Retirement Tax Services Podcast! Steven’s guest on Monday was Frank Murillo of Snowden Lane Partners. His tax-efficient insights were excellent. In fact, as he discussed his […]

Amazing Master’s Level Tax-Free Income, Augusta Style

Assuming that when you have income, you also have to pay tax, definitely keeps you on the safe side of life. Tax-free income seems nonexistent.    However, that assumption is […]

Add Value To Clients Through Proactive Tax Planning With Frank Murillo

Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guest today is Frank Murillo of Snowden Lane Partners. Frank has made the journey from a wirehouse to the RIA space. As a result, he confidently […]

5 Reasons CPAs Aren’t Referring Their Clients To You

Retirement Tax Planning through Capital Gains Harvesting Capital gains can be an exciting topic. In simple terms, it means that investments worked out well for clients whose advisors recommend capital

QCDs Go Viral Amid Pension Peculiarities & Tax Year Magic Tricks

Welcome to the Retirement Tax Services Podcast! On this Tax Q&A Friday, Steven answers a question from an advisor at Edward Jones. A client’s Form 1040 showed a large amount on Line 5a… […]