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 PODCASTShould I get my EA designation with Zac Spainhour, EA

More important than any designation is what you are actually doing to deliver value to clients ...Read More

May 15, 2023

Throwback: Backdoor Roth and Cream in the Coffee With Matthew Jarvis


Don’t fall into the gap between theory and execution

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May 08, 2023

Throwback: Tales from Tax Season-‘Fun’ with States


Real-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.

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May 02, 2023

Throwback: Tales from Tax Season – Withholdings and Losses

How to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.

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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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