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Retirement Tax Services Podcast

Dec 2, 2024

Welcome to a throwback edition of the Retirement Tax Services Podcast! Today, we’re rewinding to where it all began—Episode 1! Over 3.5 years ago, Steven launched the podcast to bridge the gap between financial advisors and tax professionals, starting with a topic that remains just as relevant today: the best (and...


Nov 25, 2024

In this episode, Steven welcomes back none other than Matthew Jarvis, co-founder of The Perfect RIA and a longtime friend of the show. The tax-savvy brothers address the tax elephant in the room: the election and what it means for your tax planning in 2024 and beyond. As always, their conversation centers around how...


Nov 18, 2024

This week, Steven is joined by James Comblo to get deep in the trenches of what guiding a client through a tax planning journey looks like in the real world. James is a self-proclaimed tax nerd who has always seen the value in focusing on taxes and has built a process over the years to make sure that his clients...


Nov 11, 2024

This week, Steven is joined by industry and fellow CPA Ed Slott to talk all things IRA. Ed and Steven talk about Secure 2.0, why IRA contributions shouldn't be thought of as tax "deductions” and share their thoughts on how to best serve clients when it comes to managing tax-qualified accounts. This episode is a...


Nov 4, 2024

Join Steven this week (on his birthday, no less!) as he shares his recent experience going through an IRS audit. With any luck, you'll never have to experience one yourself, but there is always a chance your (or your client's) return could get picked for scrutiny, and it's good to know what to expect. Steven shares how...