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 PODCASTThe Tax Nitty Gritty with James Comblo

That's something you can do on every single return." ...Read More

Nov 07, 2022

Communicating with the IRS with Micah Shilanski, CFP

Topic: advisorsCPAfinancial advisorsfinancial planningmicah shilanskitax planningtax preptaxes

What to do if your client receives a letter from the IRS.

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Oct 31, 2022

Does Everyone Do Tax Planning Already? With Steve Atkinson

Topic: advisorsCPAfinancial advisorsfinancial planningSteven Adkinsontax planningtax preptaxes

Consciously impacting tax planning.

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Oct 24, 2022

Writing the Book on Solo 401(k)s with Sean Mullaney

Topic: advisorsattorneyclient communicationfinancial advisorslegaltax advicetax planningtax prep

The importance of education and communication with your clients to ensure they never miss out on tax planning opportunities.

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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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