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

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. ...Read More

Jul 05, 2021

Amazing Strategy Rewards CPA-CFA Partners’ Risk

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Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guests today are Phillip Christenson and Jim Sexton of Phillip James Financial. Together, Phillip, a CFA; and James, a CPA comprise an independent practice. They […]

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Jul 02, 2021

How To Constructively Compete With Other COIs

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Executive Summary: Welcome to the Retirement Tax Services Podcast! This Tax Q&A Friday finds Steven answering a question from Anthony, a financial advisor in New York: How do you create a relationship […]

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Jun 30, 2021

Cutting Out Confusion Adds Huge Value From Advisors

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Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guest Monday was Penny Phillips, President (and co-founder) of Journey Strategic Wealth. Penny mentioned financial advisors’ need to clearly articulate what they are responsible for. […]

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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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