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 – Paying taxes through W-2 withholdings
In this review, Steven discusses the benefits of paying taxes through W-2 withholdings, understanding passive loss from rentals and opportunities to decrease Schedule C income through proper tax planning. He also identifies several tax planning opportunities for this client.
When advising clients on taxes financial advisors must remember that education and action are both critical.
Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.
It wasn’t a secret this was coming. But, it may still come as a surprise to many taxpayers. Beginning on January 1, 2022, there was a MASSIVE reduction in the […]
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.