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Are you trying to learn how to deliver massive tax value to your clients? Then look no further. Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.

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Podcasts

Throwback “Asking the right questions on taxes” – with Meghaan Lurtz

The core principles of tax planning are the same regardless of the topic

Podcasts

COVID tax fraud that hasn’t ended yet with Catherine Tindall

The core principles of tax planning are the same regardless of the topic

Podcasts

37-point checklist for reviewing life insurance? with Tony Steuer

The best place to start is by reviewing your own policy!

Podcasts

Finding help for all of these value adds? with Brody Rosenfeld

It's not going to be a chaotic relationship for long.

Podcasts

Turning Prospects to Clients by leading with Taxes with Josh Ross

Many taxpayers with a financial advisor AREN'T getting help with taxes.

Podcasts

Getting the whole team involved with Jamie Shilanski

Nothing beats practice.

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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.

Throwback “Asking the right questions on taxes” – with Meghaan Lurtz

COVID tax fraud that hasn’t ended yet with Catherine Tindall

37-point checklist for reviewing life insurance? with Tony Steuer

Finding help for all of these value adds? with Brody Rosenfeld

Turning Prospects to Clients by leading with Taxes with Josh Ross

Getting the whole team involved with Jamie Shilanski

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