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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

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.

Podcasts

Tax reporting at the source with Eric Bronnenkant

"I'll blame the IRS."

Podcasts

An open conversation about in-house taxes with Gary Russell

Putting people first makes all the difference.

Podcasts

The intersection of tax and law with Mike Payne

Getting the right answer for the client is always the right thing to do.

Podcasts

Delegate to Elevate with Lisa Zeeveld

"I am a better person because of my virtual assistant"

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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.

Turning Prospects to Clients by leading with Taxes with Josh Ross

Getting the whole team involved with Jamie Shilanski

Tax reporting at the source with Eric Bronnenkant

An open conversation about in-house taxes with Gary Russell

The intersection of tax and law with Mike Payne

Delegate to Elevate with Lisa Zeeveld

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