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 PODCASTBecoming a Tax Strategist with Derrick Kinney

You need to be qualified AND memorable. ...Read More

Nov 08, 2021

Working with CPAs and Pending Tax Legislation

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Maggie Klokkenga, the founder of Make a Money Mindshift. Maggie’s services include helping clients vet prospective CPAs […]

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Nov 01, 2021

Talking Tax With an Enrolled Agent

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Lisa Niser, an enrolled agent specializing in individuals, small businesses, and tax education. Enrolled Agents, Explained The […]

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Oct 25, 2021

Easy Ways for Advisors to Maximize Deductions

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is CPA Mike Jesowshek, host of the Small Business Tax Savings Podcast and founder of JETRO and Associates. […]

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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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