Podcast Listing

THIS WEEK’S PODCAST

Special Guest Jason Wenk, CEO of Altruist

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Feb 14, 2022

Writing The Script on Tax Planning

Summary: Many financial professionals focus heavily on what to do without giving much thought as to how to execute the plan. However, the “how” is far more important than one […]

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Feb 07, 2022

Massive Value From Cost Segregation Studies

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How to avoid throwing your "cash in the trash" with Stacy Sherman.

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Jan 31, 2022

Getting Detailed On Tax Planning

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Creating a comprehensive tax plan for your clients that they understand.

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Jan 24, 2022

Your Host Gets Interviewed

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven Jarvis has a returning guest this week: Matthew Lincoln. He had so many mind-blowing things to say last week that we’ve invited him […]

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Jan 17, 2022

A Single Industry, The Client’s Financial Well-Being

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Matthew Lincoln. A long time Enrolled Agent and tax professional, Matthew has recently gotten his CFP designation. This (and years of […]

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Jan 10, 2022

Why Advisors Need a Yearend Tax Letter

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest today is advisor Matthew Jarvis of The Perfect IRA. Their focus is his annual 1099 letter sent […]

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Jan 03, 2022

Preventing Tax Return Amendments

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Dominique Henderson, the founder of DJH Capital Management and The Jumpstart Coaching Lab. Much of his […]

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Dec 27, 2021

Taxes And Surge Meetings

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest for this episode is Benjamin Brandt of Retirement Starts Today. Benjamin is an expert on surge scheduling […]

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Dec 20, 2021

Rentals And Tax Planning

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Eric Shadowens of DMLO CPAs. Real estate is Eric’s primary focus, and taxes definitely figure in. Education As a Value-add […]

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