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 PODCAST37-point checklist for reviewing life insurance? with Tony Steuer

The best place to start is by reviewing your own policy! ...Read More

Nov 15, 2021

A Different Approach To Working With Tax Preparers

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Today’s guest is Matt Miner, founder of Miner Wealth Management and host of the Work Pants Finance podcast. Despite being […]

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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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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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