Podcast Listing

THIS WEEK’S PODCAST

From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA

Unlocking the Value of Tax Planning for Advisors Listen

MORE EPISODES OFThe Tax Retirement Savings Show

Sep 12, 2022

But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski

Topic: advisors attorney client communication financial advisors legal tax advice tax planning tax prep

Micah Shilanski, CFP and Attorney Leila Shaver join us on this episode to discuss what is okay (and what is not okay) to converse about with your clients as an advisor.

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Sep 05, 2022

Tax Laws Changed, Or Did They? with Jeffrey Levine

Topic: Jeff Levine tax advice tax changes tax law tax planning tax prep

Learn about the tax law changes and how they may affect you.

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Aug 29, 2022

Tax Planning for Non-Retirees with Chad Chubb

Topic: Chad Chubb client communication physicians tax planning tax prep young clients

Insight into serving clients in unique and highly effective ways.

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Aug 22, 2022

Leveling Up Tax Planning Through Software with Roger Pine

Topic: fintech Holistiplan Roger Pine software tax planning tax prep tax resources Tax returns tax tools value-add

Understanding the tools advisors can use to be better tax planners.

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Aug 15, 2022

In-House Tax Department with P.J. DiNuzzo

Topic: combined planning delivering value financial planning hybrid planning in-house tax team massive value PJ DiNuzzo tax planning wealth planning

The benefits of blended planning under one roof.

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Aug 08, 2022

Talking Taxes with the #401klady (Special Guest Jeanne Sutton)

Topic: 401k 401k lady contributions Jeanne Sutton maximize savings retirement planning Roth savings

How to make the most of your 401(k).

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Aug 01, 2022

The Future of Financial Planning and Where Taxes Fit In With Bob Veres

Topic: authority delivering value financial planning growth industry changing industry leading technology the future of financial planning

Bob joins Steven to share his thoughts on where the industry is now headed, why things are starting to change and where taxes fit into the mix.

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Jul 25, 2022

All Things HSA (And Super HSA!) with Kelley Long

Topic: delivering value financial planning Health Savings Account HSA Kelley Long massive value savings Super HSA

There's more you can be doing with HSAs.

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Jul 18, 2022

Roth and Tax Preparer Collaboration with Michael Henley

Topic: delivering value financial planning in-house CPA massive value Roth tax planning Tax Planning Process Tax preparation value adds

Delivering value through tax prep.

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Jul 11, 2022

Tax Planning Process No Matter the Tax Law with Joe Curry

Topic: checklist Joe Curry massive value seasonal meetings tax planning Tax Planning Process value adds

Bringing massive value through tax planning.

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