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 PODCASTThe Tax Nitty Gritty with James Comblo

That's something you can do on every single return." ...Read More

Jul 25, 2022

All Things HSA (And Super HSA!) with Kelley Long

Topic: delivering valuefinancial planningHealth Savings AccountHSAKelley Longmassive valuesavingsSuper HSA

There's more you can be doing with HSAs.

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Jul 18, 2022

Roth and Tax Preparer Collaboration with Michael Henley

Topic: delivering valuefinancial planningin-house CPAmassive valueRothtax planningTax Planning ProcessTax preparationvalue adds

Delivering value through tax prep.

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Jul 11, 2022

Tax Planning Process No Matter the Tax Law with Joe Curry

Topic: checklistJoe Currymassive valueseasonal meetingstax planningTax Planning Processvalue adds

Bringing massive value through tax planning.

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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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