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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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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.

August 2022 – Working with Tax Preparers

Recommended Articles

Backdoor Roth Contributions – What Could Go Wrong?

If Your Clients Had Taxable Distributions In 2020, You’d Better Understand IRS Form 8915-E

Client Tax Refunds: Advisors Can Add Value Every Tax Year!

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