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Retirement Tax Services Podcast

May 16, 2022

The focus of today’s episode is what clients are bringing up and asking about taxes – especially during tax season. I share some of the most common questions and some stand-out issues from this recent tax season. You will gain insight on how to handle certain questions and where you can be delivering value to...


May 9, 2022

There are so many opportunities when it comes to tax planning and small businesses. However, many of these opportunities are overlooked because the right eyes aren’t on the paperwork. Our guest today is a fellow CPA who specializes in helping small businesses build a solid financial foundation. Marcus Mire is the...


May 2, 2022

The most successful financial advisors—those who not only bring in the most clients, but also deliver the most value—know the importance of tax planning and how to explain it to clients and prospects. Do you? In this episode, Micah Shilanski will be joining the show to discuss key takeaways from the recent webinar...


Apr 25, 2022

Are there specific things that advisors can do to improve their tax planning process for their clients? The answer is yes. And by avoiding a few common mistakes, advisors can make it easier for their CPAs, as well. Today we will be playing a recent conversation I had with my brother, Matthew Jarvis, on his podcast The...


Apr 18, 2022

Today we are taking a slight deviation from taxes to discuss legacy planning. Legacy planning is an essential part of any wealth management or financial plan. Done correctly, a legacy plan will ensure that your possessions or wealth will remain with the people to whom you would like to leave them. However, without a...