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Taxes and Software with Justin Fitzpatrick

Dynamic income and tax planning for retirement.

But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski

Micah Shilanski, CFP and Attorney Leila Shaver join us on this episode to discuss what is okay (and what is not okay) to converse about with your clients as an advisor.

Tax Laws Changed, Or Did They? with Jeffrey Levine

Learn about the tax law changes and how they may affect you.

Tax Planning for Non-Retirees with Chad Chubb

Insight into serving clients in unique and highly effective ways.

Leveling Up Tax Planning Through Software with Roger Pine

Understanding the tools advisors can use to be better tax planners.

CPAs and CFPs CAN Get Along with Johnna Long

From tax accounting to tax prep collaboration with financial advisors.

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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