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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 PODCASTTalking Taxes with the #401klady (Special Guest Jeanne Sutton)

How to make the most of your 401(k). ...Read More

May 16, 2022

Tales from Tax Season

Topic: advisors finances financial financial advisors investments small business tax planning taxes

How to deliver value when having tax conversations with clients.

May 09, 2022

Tax Planning and Business Owners

Topic: advisors finances financial financial advisors investments small business tax planning taxes

How to communicate effectively so that your clients can make informed decisions.

May 02, 2022

Tax Mistakes and Resources to Fix Them

Topic: advisors finances financial financial advisors investments tax planning taxes

How to ensure you are providing rock-star level value to clients through offering appropriate and strategic tax planning.

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.