Why Advisors Need Familiarity With Estate Taxes

Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven is continuing his series on estate tax planning. Therefore, listen, but don’t try to memorize it all. Being able to […]

How To Proactively Avoid Estate Tax Problems

Executive Summary: Welcome to the Retirement Tax Services Podcast! Today we begin a special series on estate tax planning. Steven’s guest today is Micah Shilanski CFP®, co-founder of The Perfect […]

How Do You Handle Questionable COI Advice?

Executive Summary: Welcome to the Retirement Tax Services Podcast! It is Tax Q-and-A Friday and Steven is answering a question submitted by an advisor named Daniel. Daniel’s in a situation […]

How To Build Bridges with Client COIs

Executive Summary: Welcome to the Retirement Tax Services Podcast! In this episode, Steven looks at interactions between financial planners and other centers of influence (COIs). Everyone hopes for things to […]

The Proven Way To Get CPA Referrals

Welcome to the Retirement Tax Services Podcast! In this episode, Steven discusses the best (and worst) ways for financial advisors to seek professional CPA referrals. Both Financial Advisors and CPA’s […]

5 Ways Every Advisor Can Provide Client Tax Planning Value!

Many financial advisors hesitate to provide any client tax planning advice—mainly due to compliance oversight. However, there are still several ways you can provide massive value without having to provide […]