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 PODCASTShould I get my EA designation with Zac Spainhour, EA

More important than any designation is what you are actually doing to deliver value to clients ...Read More

Apr 03, 2023

When your passion transforms the industry with Sheryl Rowling

Tax-efficient investing is so much more than tax-loss harvesting (any robot can do that)

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Mar 27, 2023

But am I even allowed to do tax planning? With Leila Shaver

This episode takes away the most common excuses we hear for not doing more around tax planning. It's time to do more.

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Mar 20, 2023

Getting Personal and Fixing Money with Derek Notman

Tax value can come from helping clients pay less in taxes, but there is another side to the conversation.

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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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