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 PODCASTChat with a former IRS Special Agent with Robert Nordlander

IRS agents are people too ...Read More

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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Aug 12, 2024

What every financial advisor needs to be delegating with Lisa Seal

Topic:

It's not just about delegating the things you don't want to do.

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Aug 05, 2024

Learning Tax Planning Throughout Your Career with Brent Gargano

Topic:

There's always more than just the technical details.

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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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