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 PODCASTWhat the heck is “tax resolution”?  with Kristine Stevenson

I'm DIYer, I'm all about that but there are limits and it's important to know what they are. ...Read More

Jun 07, 2021

Taxes and Digital Marketing with Taylor Schulte EP-13


Executive Summary: Welcome to the Retirement Tax Services podcast! Advisors often ask, “Where do I get the next client?” In response to that question, Steven’s guest for this episode is advisor Taylor Schulte of […]

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Jun 04, 2021

Studiously Scrutinize Simple Tax Returns


Executive Summary Welcome to the Retirement Tax Services podcast! In this Tax Q&A Friday  edition, Steven replies to an advisor’s question about simple tax returns: What do you do with […]

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Jun 02, 2021

QCDs, Stickers, and Cookies


Executive Summary: Welcome to the Retirement Tax Services Podcast! On Monday’s episode, Steven and guest Matt Jarvis discussed Qualified Charitable Distributions (QCDs). Along the way, Matt shared tips for handling common QCD mistakes professionally. Steven’s delving even […]

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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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