Click Here To Listen To The Retirement Tax Services Podcast
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.
Known Unknowns: Tax Planning Amid Uncertain Law Changes
“How can I advise my clients on tax planning when there is so much uncertainty about future tax laws?”
This is a question financial advisors are asked on a daily basis. If this is a question you have asked yourself, consider asking this instead: When has the tax code ever had certainty? Asking the tax code to have certainty is like asking the stock market or interest rates to just sit still for a few years. Compared to the markets, the tax code is the most stable piece of a client’s financial life, as it only tends to change once or twice per administration.
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Forosophobia In February of 2021, a psychologist suggested a new phobia in Psychology Today: Forosophobia is the proposed “fear of taxes and the IRS.”
A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.
Background “Tax Day” is one of those dates that everyone knows, right? April 15th, every year…or is it? The tax deadline for individual filers is typically April 15th of […]
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.