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 PODCASTTax Preparer and CFP with Jason Speciner

Jason Speciner will discuss the shift in his practice that he has seen since bringing tax preparation in-house and the hurdles he and his team have faced along the way. ...Read More

Nov 28, 2022

Tax Preparer and CFP with Jason Speciner

Jason Speciner will discuss the shift in his practice that he has seen since bringing tax preparation in-house and the hurdles he and his team have faced along the way.

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Nov 21, 2022

Tax Planning for Business Owners (Part 2) With Jamie Shilanski, CFP

Jamie Shilanski, CFP, will be sharing her experience working with CPAs and how she has created the ultimate tax planning strategy for her clients.

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Nov 14, 2022

Tax Planning for Business Owners (Part 1) With Jamie Shilanski, CFP

What to be aware of when it comes to taxes as a business owner because a one-size-fits-all approach never works.

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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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