Retirement Tax Services | Podcast Listing

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 PODCASTKicking off the new year! with Kevin Thompson

Getting people to move is the biggest challenge ...Read More

MORE EPISODES OFThe Tax Retirement Savings Show

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.

Nov 28, 2022

Tax Preparer and CFP with Jason Speciner

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

Jason Speciner will discuss the shift in his practice that he has seen since bringing tax preparation in-house and the hurdles he and his team have faced along the way.

Nov 21, 2022

Tax Planning for Business Owners (Part 2) With Jamie Shilanski, CFP

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

Jamie Shilanski, CFP, will be sharing her experience working with CPAs and how she has created the ultimate tax planning strategy for her clients.

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.