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 PODCASTKicking off the new year! with Kevin Thompson

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

Oct 03, 2022

COVID-19 Tax Credits That Are Still Available with Benjamin Dorsey

Topic: advisorsBenjamin DorseyCPAelligibilityfinancial advisorsformspandemic recoverytax advicetax credittax planningtax prep

How to approach the Employee Retention Credit.

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Sep 26, 2022

Bringing Taxes In-house Then Bringing in a Tax Partner With Dean Barber

Topic: advisorsattorneyclient communicationfinancial advisorslegaltax advicetax planningtax prep

Dean Barber joins the show to share his experience with including tax planning in his financial planning firm and why he believes it is essential for every advisor to consider doing the same.

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Sep 19, 2022

Taxes and Software with Justin Fitzpatrick

Topic: financial softwareIncome LabJustin Fitzpatrickretirement planningtax planningtax preptax software

Dynamic income and tax planning for retirement.

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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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