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 PODCASTTaking Action on Tax Planning with Matt Jarvis, CFP

How to help your clients take action on their taxes. ...Read More

MORE EPISODES OFThe Tax Retirement Savings Show

Dec 19, 2022

No, Every Advisor Isn’t Doing Tax Planning, But Yes, They Should. With David Rae

Topic: advisors CPA financial advisors financial planning tax planning tax prep taxes

How to incorporate taxes into your financial plans as an advisor and the importance of building a solid relationship between an advisor and a CFP.

Dec 12, 2022

But What Is RTS Anyways?

Topic: advisors CPA financial advisors financial planning tax planning tax prep taxes

Exactly who Retirement Tax Services is, how it began as a company, and how it continues to bridge the gap between tax professionals, financial advisors, and their mutual clients.

Dec 05, 2022

CPA Wisdom on Getting Ready for Tax Filing Season With Johnna Long

Topic: advisors CPA financial advisors financial planning jason speciner tax planning tax prep taxes

Several things you can do to be prepared for the end of the year and tax filing season, including some missteps to avoid along the way.

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.