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 – Disaster Distribution and Rental Expenses
“Bob and Sue” took a COVID-19 disaster distribution during 2020 and then repaid the full amount before filing their tax returns. They also have rental income but the expenses raise questions. Watch to see Steven’s insights on what questions he would be asking “Bob and Sue”
This article is the 4th in a series of the 7 most common mistakes financial advisors make on tax planning with clients
Retirement Tax Planning through Capital Gains Harvesting Capital gains can be an exciting topic. In simple terms, it means that investments worked out well for clients whose advisors recommend capital
We all want life to be simpler than it actually is. Your clients are no exception when it comes to how their income is taxed. Many people seem
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.