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.
And if that doesn't happen, I'm not doing a good job, and you should fire me. ...Read More
Executive Summary: Welcome back to the Retirement Tax Services Podcast! In episode 32, How To Articulate Your Tax Planning, Steven began going over the 2020 US individual tax return. This episode continues his focus […]
Read More
Welcome back to the Retirement Tax Services Podcast! Steven’s tackling the 2021 child tax credit today, but he’s not politicking for/against it. Instead, financial advisors need to be warned about […]
Read More
Welcome back to the Retirement Tax Services Podcast! It’s Tax Q&A Friday and Steven has another user-submitted question. An advisor asks about the prospect-meeting process: What are some simple ways […]
Read More
