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Retirement Tax Services Podcast

May 31, 2021

There's a lot to love about making charitable donations without getting taxed for them. However, there's ample room for error when they're reported. On this episode of The Retirement Tax Services Podcast, Steven and Matthew Jarvis get real about admitting these mistakes. 

You can find the show notes and transcript


May 28, 2021

On this episode of Friday Tax Q&A, Steven and Sten Morgan share their insights into how financial advisors can stay sensitive to compliance issues but still offer valuable tax strategies to their clients.   

You can find the show notes and transcript


May 26, 2021

Steven shares his insights on how advisors can make use of illustrative examples to wow clients and prospects.

You can find the show notes and transcript here.


May 24, 2021

On this episode of the Retirement Tax Services Podcast: Financial Professional's Edition, Steven has an insightful conversation with Sten Morgan, a founding member of Legacy Investment Planning. Sten's advice is simple: Give your best for free and the rest will follow. 

You can find the show notes and transcript


May 21, 2021

On this episode of Friday Tax Q&A, Steven shares his tips on asking your clients for their tax returns and what to do once you have them.

You can find the show notes and transcript here.