Retirement Tax Services Podcast:
Real Tax Planning for Real Advisors

THIS WEEK’S PODCAST

Compliance Doesn’t Have to Be the Enemy with Richard Chen

What does compliance actually mean for financial advisors? Listen

Dec 23, 2024

Throwback: “You did a Roth conversion for how much!?!” with Larry Sprung

Topic:

Steven and his guest Larry Sprung go big, sharing the largest Roth conversions they've seen

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Dec 16, 2024

 “Taxes over time” with Benjamin Brandt

Topic:

Consistency is key

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Dec 09, 2024

Merry “ROTHmas” with Micah Shilanski

Topic:

Roth conversions are a luxury

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Dec 02, 2024

Where it all began

Topic:

The best (and worst) ways for financial advisors to seek professional CPA referrals.

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Nov 25, 2024

The Tax Elephant in the Room with Matthew Jarvis

Topic:

Yes, we are brothers

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Nov 18, 2024

The Tax Nitty Gritty with James Comblo

Topic:

That's something you can do on every single return."

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Nov 11, 2024

Ignore the IRA RMD rules!

Topic:

The tax code is written in pencil!

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Nov 04, 2024

Yep, I got audited

Topic:

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

Topic:

I have a crystal ball, it's just broken

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Oct 21, 2024

Getting practical on taxes

Topic:

Tax planning only counts if it gets reported correctly

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