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.
Tax Return Review – “Owner-Employees of S-Corporations”
In this review, Steven focuses on planning opportunities centered around owner-employees of S-Corporations, including adjusting Federal withholding to eliminate/reduce estimated tax payments, small business retirement plan contribution options, reviewing business returns, and examining the QBI deduction. This return also includes rules for deducting Alimony and potential planning opportunities for children not claimed as dependents.
I was recently reviewing a tax return for an advisor. Something just didn’t seem quite right. The advisor had not seen the return before sending it to me
Almost without fail, when financial advising and tax planning come up in the same conversation, a client’s Roth conversion is the first, second, and third examples advisors give. But, when […]
“I send tons of clients to my local CPA, but she never sends me a single client back!”
As an advocate of advisors working closely with tax preparers, and as a tax preparer myself, I hear the complaint of unreciprocated referrals all the time from financial advisors.
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.