financial planning - Retirement Tax Services

Tax Preparer and CFP with Jason Speciner

Jason Speciner will discuss the shift in his practice that he has seen since bringing tax preparation in-house and the hurdles he and his team have faced along the way.

Tax Planning for Business Owners (Part 2) With Jamie Shilanski, CFP

Jamie Shilanski, CFP, will be sharing her experience working with CPAs and how she has created the ultimate tax planning strategy for her clients.

Tax Planning for Business Owners (Part 1) With Jamie Shilanski, CFP

What to be aware of when it comes to taxes as a business owner because a one-size-fits-all approach never works.

Communicating with the IRS with Micah Shilanski, CFP

What to do if your client receives a letter from the IRS.

Does Everyone Do Tax Planning Already? With Steve Atkinson

Consciously impacting tax planning.

In-House Tax Department with P.J. DiNuzzo

The benefits of blended planning under one roof.

The Future of Financial Planning and Where Taxes Fit In With Bob Veres

Bob joins Steven to share his thoughts on where the industry is now headed, why things are starting to change and where taxes fit into the mix.