Retirement Tax Services Podcast

By Steven Jarvis

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.

  1. 1.
    Ep 55: Easy Ways Advisors Can Spare Entrepreneurs Headaches With Jamie Bosse
    26:49
  2. 2.
    Ep 54: Tax Myths Advisors Must Dispel With Phil Putney
    27:57
  3. 3.
    Ep 53: Exclusive: Why A CPA Became A Financial Advisor With Jana Morrison
    25:56
  4. 4.
    Ep 52: Backdoor Roth And Cream In The Coffee With Matthew Jarvis
    24:43
  5. 5.
    Ep 51: Tax Planning For Younger Clients With Thomas Kopelman
    30:42
  6. 6.
    Ep 50: Getting To Your Client's "Why" On Taxes With Brendan Frazier
    28:33
  7. 7.
    Ep 49: The Path To Advisor Tax Planning With William Miller
    17:41
  8. 8.
    Ep 48: How Advisors Can Handle Donor-Advised Funds
    11:02
  1. 9.
    Ep 47: How Advisors Should Handle Client HSAs
    14:46
  2. 10.
    Ep 46: Compliance And Tax Planning Do Mix With Matthew Daugherty
    30:06
  3. 11.
    Ep 45: What's The Right Amount For A Tax Refund?
    12:41
  4. 12.
    Ep 44: Why Forgotten 401ks Are Preventable
    10:54
  5. 13.
    Ep 43: Tax Planning Without Roth Conversions With Matt Fizell
    28:55
  6. 14.
    Ep 42: How To Handle DIY Tax Clients
    11:21
  7. 15.
    Ep 41: What You Need To Know About The Premium Tax Credit
    14:06
  8. 16.
    Ep 40: Why Advisors Should Take On Taxes With Andy Panko
    28:26
  9. 17.
    Ep 39: Retroactive Tax Increases, Can They Even Do That?
    10:51
  10. 18.
    Ep 38: Reviewing The 1040 To Quantify Advisory Value
    11:36
  11. 19.
    Ep 37: Exclusive: 2021 Child Tax Credit Repayments Make Possible Pitfalls
    15:03
  12. 20.
    Ep 36: Proven Ways To Quantify Advisory Value
    7:29
  13. 21.
    Ep 35: How To Avoid Stock-Based Compensation Complications
    12:49
  14. 22.
    Ep 34: Navigating Taxes And Complex Compensation With Ethan Pepper
    27:27
  15. 23.
    Ep 33: When Roth Conversions Mean Lost Value With Taylor Schulte
    19:06
  16. 24.
    Ep 32: How To Articulate Your Tax Planning
    12:39
  17. 25.
    Ep 31: How to Email Market Your Tax Planning With James Pollard
    34:24
  18. 26.
    Ep 30: How To Handle Conflicting Advice With Taylor Schulte
    21:40
  19. 27.
    Ep 29: How Shrewd Advisors Approach Famous Windfalls
    10:34
  20. 28.
    Ep 28: Best Ways Advisors Can See Clients Through Storms With Carl Richards
    35:24
  21. 29.
    Ep 27: Huge D-I-Y Mistakes Clients Often Make With Phillip Christenson and James Sexton
    16:33
  22. 30.
    Ep 26: Amazing Ways Advisors Can Slay Shadow Taxes
    11:52
  23. 31.
    Ep 25: Amazing Strategy Rewards CPA-CFA Partners' Risk With Phillip Christenson and James Sexton
    29:09
  24. 32.
    Ep 24: How To Constructively Compete With Other COIs
    9:44
  25. 33.
    Ep 23: Cutting Out Confusion Adds Huge Value From Advisors
    10:45
  26. 34.
    Ep 22: Why Financial Advisors Need Change Management Skills With Penny Phillips
    30:51
  27. 35.
    Ep 21: Why Tax Planning Myths Are Financial Planners' Enemy
    12:46
  28. 36.
    Ep 20: Benjamin Brandt Advisor Advice: Find Client Commonalities
    27:10
  29. 37.
    Ep 19: Systems For Valuable Tax Strategies With Dan Cuprill
    30:19
  30. 38.
    Ep 18: Taxation Magic Tricks vs. Truth
    13:12
  31. 39.
    Ep 17: How Advisors Should Strategize for RMDs in 2021
    13:00
  32. 40.
    Ep 16: Add Value To Clients Through Proactive Tax Planning With Frank Murillo
    25:56
  33. 41.
    Ep15: QCDs Go Viral Amid Pension Peculiarities & Tax Year Magic Tricks
    12:06
  34. 42.
    Ep 14: Precision Counts In Both Your Podcasting And Digital Marketing
    8:53
  35. 43.
    Ep 13: Taxes And Digital Marketing With Taylor Schulte
    32:06
  36. 44.
    Ep 12: Studiously Scrutinize Simple Tax Returns
    15:41
  37. 45.
    Ep 11: QCDs- Stickers And Cookies
    12:16
  38. 46.
    Ep 10: Beware Of Lurking QCD Errors, With Matthew Jarvis
    26:16
  39. 47.
    Ep 09: Should Financial Advisors Talk Taxes With Clients? With Sten Morgan
    14:03
  40. 48.
    Ep 08: Winning At The Whiteboard For Financial Advisors
    14:22
  41. 49.
    Ep 07: Should Financial Advisors Give Away The Store To Add Value? With Sten Morgan
    31:28
  42. 50.
    Ep 06: Raise Value by Collecting Client & Prospect’s Tax Returns
    14:09

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