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

Jan 31, 2022

Getting Detailed On Tax Planning

Topic:

Creating a comprehensive tax plan for your clients that they understand.

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Jan 24, 2022

Your Host Gets Interviewed

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven Jarvis has a returning guest this week: Matthew Lincoln. He had so many mind-blowing things to say last week that we’ve invited him […]

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Jan 17, 2022

A Single Industry, The Client’s Financial Well-Being

Topic:

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Matthew Lincoln. A long time Enrolled Agent and tax professional, Matthew has recently gotten his CFP designation. This (and years of […]

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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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