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 – W-2 and Self-Employment Income
“Bob and Sue” have both W-2 and Self-Employment Income. There are no apparent retirement plan contributions from the Self-Employment Income which creates a great opportunity for some proactive planning.
Background Everyone is interested in lowering their taxable income. The desire to personally pay less might be one of the few views consistently shared across all political party lines. […]
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 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.