Retirement Tax Services Podcast:
Real Tax Planning for Real Advisors

THIS WEEK’S PODCAST

Using Data to Plan for Longevity Risk with Brian Smith

Planning for retirement means looking beyond average life expectancy and preparing for the very real possibility of living well into your 90s. Listen

May 17, 2021

How To Proactively Avoid Estate Tax Problems

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Executive Summary: Welcome to the Retirement Tax Services Podcast! Today we begin a special series on estate tax planning. Steven’s guest today is Micah Shilanski CFP®, co-founder of The Perfect […]

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May 14, 2021

How Do You Handle Questionable COI Advice?

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Executive Summary: Welcome to the Retirement Tax Services Podcast! It is Tax Q-and-A Friday and Steven is answering a question submitted by an advisor named Daniel. Daniel’s in a situation […]

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May 12, 2021

How To Build Bridges with Client COIs

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Executive Summary: Welcome to the Retirement Tax Services Podcast! In this episode, Steven looks at interactions between financial planners and other centers of influence (COIs). Everyone hopes for things to […]

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May 09, 2021

The Proven Way To Get CPA Referrals

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Welcome to the Retirement Tax Services Podcast! In this episode, Steven discusses the best (and worst) ways for financial advisors to seek professional CPA referrals. Both Financial Advisors and CPA’s […]

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