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Content Library

Tax Planning for Business Owners (Part 1) With Jamie Shilanski, CFP

What to be aware of when it comes to taxes as a business owner because a one-size-fits-all approach never works.

Communicating with the IRS with Micah Shilanski, CFP

What to do if your client receives a letter from the IRS.

Does Everyone Do Tax Planning Already? With Steve Atkinson

Consciously impacting tax planning.

Writing the Book on Solo 401(k)s with Sean Mullaney

The importance of education and communication with your clients to ensure they never miss out on tax planning opportunities.

Going From the Client Seat to the Advisor Seat With Jacob Turner

The importance of communicating to your clients in a way that they understand and why it is essential to coordinate with the other people involved in your client's team, whether that be the CPA or the advisor.

COVID-19 Tax Credits That Are Still Available with Benjamin Dorsey

How to approach the Employee Retention Credit.

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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