Preview Mode Links will not work in preview mode

Retirement Tax Services Podcast

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.

Are you interested in content that provides...

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.