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 PODCASTDo annuities suck or do you suck at annuities? with Brian Smith

Like anything else, annuities are all about the right fit ...Read More

Sep 02, 2024

“The Power of Education” with Robin Henager Greene

Topic:

Education is great, but hands-on experience is always powerful!

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Aug 26, 2024

Are You Covered? with Cameron Norris

Topic:

Client Selection Might Be The Best Protection

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Aug 19, 2024

Every Advisor Should Prepare a Tax Return with Jacob DuBose

Topic:

Start With Client Question: “What do you offer in terms of tax planning?”

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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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