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 PODCASTThrowback: “You did a Roth conversion for how much!?!” with Larry Sprung

Steven and his guest Larry Sprung go big, sharing the largest Roth conversions they've seen ...Read More

Oct 21, 2024

Getting practical on taxes

Topic:

Tax planning only counts if it gets reported correctly

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Oct 14, 2024

Throwback: Tax planning and surge meetings with Micah Shilanski

Topic:

Tax planning is like a game of telephone with your client stuck in the middle.

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Oct 07, 2024

CPA Firm vs. CFP Practice with Matt Porter

Topic:

I don't know how you can do financial planning without touching taxes

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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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