Oct 25, 2021
This week on the Retirement Tax Services Podcast, Steven’s guest is CPA Mike Jesowshek, host of the Small Business Tax Savings Podcast and founder of JETRO and Associates. Today’s focus is tax planning strategy—by maximizing deductions—for yourself and your clients.
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Oct 18, 2021
Micah Shilanski joins Steven on the podcast this week to talk about a recent experience his team had with a problematic tax return. Micah's team noticed some red flags and then sent the return to the RTS team for review. Keep listening to find out how they resolved the situation without ruffling any feathers.
Oct 11, 2021
Steven’s guest this week is Jamie Bosse, a CFP with Aspyre Wealth Partners. She’s an established author, having published articles and books on financial literacy. On this episode, Steven and Jamie discuss retirement tax planning for her clients, who are mostly young entrepreneurs.
Oct 4, 2021
Phil Putney of ASF Wealth Management joins Steven this week to talk about tax myths. Some people delay tax planning for retirement because of the myths around taxes. Consequently, they retire with fewer funds, higher taxes, or both.