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

Oct 18, 2021

Take Ownership Of Your Clients, No Matter What

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest today is Micah Shilanski CFP®, co-founder of The Perfect RIA. Micah recently took some offline time to recharge—but his team […]

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Oct 11, 2021

Easy Ways Advisors Can Spare Entrepreneurs Headaches

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Jamie Bosse, a CFP with Aspyre Wealth Partners. She’s written articles and books on financial literacy. Recently, […]

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Oct 04, 2021

Tax Myths Advisors Must Dispel

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Executive Summary: Welcome to the Retirement Tax Services Podcast! Phil Putney of ASF Wealth Management is Steven’s guest today. Their topic is tax myths. People delay 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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