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 – Huge Overpayment
“Bob and Sue” have income on nearly all of the lines of the first page of the 1040, itemize their deductions and were eligible for a refund of over \$27,000. Watch to see Steven’s insights on opportunities to deliver value for this real taxpayer
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
Background: Tax-deferred Accounts Tax-deferred retirement accounts, like IRAs and traditional 401(k)s, are only one piece of the retirement plan puzzle. While there are other important pieces, these accounts tend to […]
Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do
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.