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 PODCAST “The Retirement Planning Guidebook” with Dr. Wade Pfau

You have to start with the basics and layer on complexity. ...Read More

Jul 04, 2022

CPAs and CFPs CAN Get Along with Johnna Long

Topic: advisorscollaborationCPAfinancesfinancialfinancial advisorsJohnna Longproactiveproactive taxestax planningtax preptax preparertaxes

From tax accounting to tax prep collaboration with financial advisors.

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Jun 27, 2022

All Things Social Security with Devin Carroll

Topic: advisorsDevin Carrollfinancesfinancialfinancial advisorsinvestmentssocial securitysocial security planningtax planningtaxes

What you need to know to deliver value around Social Security.

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Jun 20, 2022

Finding Balance with Dr. Travis Parry

Topic: advisorsbalanceDr. Travis Parryfinancesfinancialfinancial advisorsinvestmentssweet spottax planningtaxes

What it looks like to achieve balance—and how to do it!

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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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