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.

APPLE STITCHER GOOGLE PODCASTS SPOTIFY
Listen Now
Podcast Image

THIS WEEK’S PODCASTKicking off the new year! with Kevin Thompson

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

Sep 12, 2022

But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski

Topic: advisorsattorneyclient communicationfinancial advisorslegaltax advicetax planningtax prep

Micah Shilanski, CFP and Attorney Leila Shaver join us on this episode to discuss what is okay (and what is not okay) to converse about with your clients as an advisor.

Read More
Sep 05, 2022

Tax Laws Changed, Or Did They? with Jeffrey Levine

Topic: Jeff Levinetax advicetax changestax lawtax planningtax prep

Learn about the tax law changes and how they may affect you.

Read More
Aug 29, 2022

Tax Planning for Non-Retirees with Chad Chubb

Topic: Chad Chubbclient communicationphysicianstax planningtax prepyoung clients

Insight into serving clients in unique and highly effective ways.

Read More

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.

Contact Us