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 PODCASTBecoming a Tax Strategist with Derrick Kinney

You need to be qualified AND memorable. ...Read More

Feb 14, 2022

Writing The Script on Tax Planning

Summary: Many financial professionals focus heavily on what to do without giving much thought as to how to execute the plan. However, the “how” is far more important than one […]

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Feb 07, 2022

Massive Value From Cost Segregation Studies

Topic:

How to avoid throwing your "cash in the trash" with Stacy Sherman.

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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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