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.

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THIS WEEK’S PODCASTDelegate to Elevate with Lisa Zeeveld

"I am a better person because of my virtual assistant" ...Read More

May 27, 2024

Delegate to Elevate with Lisa Zeeveld

Topic:

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

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May 20, 2024

“Taxes, marketing and compliance” with Marie Swift and Jonny Swift

Topic:

Compliance isn't the enemy if you treat them like part of the team.

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May 13, 2024

Collaboration over competition with Eric Brotman

Topic:

Tax planning is like a game of telephone with your client stuck in the middle.

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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.

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