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 PODCASTTax Pain Can Be Your Gain with Samantha Russell

And if that doesn't happen, I'm not doing a good job, and you should fire me. ...Read More

Nov 11, 2024

Ignore the IRA RMD rules!

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The tax code is written in pencil!

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Nov 04, 2024

Yep, I got audited

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I don't have a moment of fear or panic when I hear from the IRS because of my approach to taxes using the straight-face test."

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Oct 28, 2024

Talking Taxes with Clients with Joshua Horton

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I have a crystal ball, it's just broken

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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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