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 PODCASTYes, we’re brothers with Matthew Jarvis

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May 26, 2021

Winning At The Whiteboard For Financial Advisors

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Executive Summary   Welcome to the Value Wednesday edition of the Retirement Tax Services Podcast! Steven’s guest for the previous episode was Sten Morgan of Legacy Investment Planning. This episode builds on […]

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May 24, 2021

Should Financial Advisors Give Away the Store to Add Value? With Sten Morgan

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Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guest is Sten Morgan of Legacy Investment Planning, the author of 7 Mindsets of Success. Sten’s approach to prospective clients […]

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May 21, 2021

Why Advisors Need To Collect Client Tax Returns

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Executive Summary: Welcome to the Retirement Tax Services Podcast! It’s Tax Q-and-A Friday again and Steven Jarvis is focused on client and prospect tax returns: Have you started requesting them […]

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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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