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 – “Your Client’s Long-Term Tax Plan”
There’s not always an opportunity to make a significant difference in current year taxes, but being proactive can assist you with long-term planning opportunities. Looking at the age of dependents for care and education credits, reviewing contributions to employer-sponsored plans, timing charitable giving, and contributing to IRAs/Roth accounts are just a few items that can make a difference in the amount your client pays in taxes over multiple years.
In this tax return review, Steven explains how to take the information from the tax return and use it to come up with a long-term tax strategy for your client.
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. […]
There is also no earned income requirement to convert to a Roth. As long as you have a balance in an IRA, in theory, you can keep converting to a Roth as long as you like.
No one goes to an urgent care center complaining that the Family Doctor can’t also do open-heart surgery. We all understand that “doctor” is a general term. Depending on […]
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.