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 – Rental Properties/Dishwasher Rule
“Bob and Sue” are over 70.5, taking social security, and have several rental properties. Even when the client is in an overall great tax situation there are always things we can review with them, including whether they are happy receiving a large refund and whether they have really considered all possible expenses for their rental properties.
This article is the 3rd in a series of the 7 most common mistakes financial advisors make on tax planning with clients
Many financial advisors hesitate to provide any client tax planning advice—mainly due to compliance oversight. However, there are still several ways you can provide massive value without having to provide […]
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
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.