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Retirement Tax Services Podcast

Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.

info_outline Being tax aware in 2026 with Brooke Cecil 11/17/2025
info_outline Taxes and Real Estate with Ryan Carriere 11/10/2025
info_outline The Wealth Ladder with Nick Maggiulli 11/03/2025
info_outline CPA to CFP Journey with Jennifer Climo 10/27/2025
info_outline From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA 10/20/2025
info_outline Defining Defined Benefit Plans with David Podell 10/06/2025
info_outline Everything I learned, I learned from a tax return with Mark Cecchini 09/29/2025
info_outline Was Roth a HUGE mistake because of O3BA? with Micah Shilanski, CFP® 09/22/2025
info_outline Annuities in the real world with Brian Smith 09/15/2025
info_outline Tax filing season after a big, beautiful law change with Brad Wooten, CPA 09/08/2025
info_outline Tax and Estate planning: the default won't cut it with David Haughton 09/01/2025
info_outline "Accidentally" buying a tax practice with TJ Bruce 08/25/2025
info_outline The new "pictures or it didn't happen" with Parker Ence 08/18/2025
info_outline Prepping Tax Returns as a Financial Advisors with Knight Coleman 08/11/2025
info_outline Getting time back to Grow with Tushar Kumar 08/04/2025
info_outline What tax prep taught a financial advisor with Mary McDirmid 07/28/2025
info_outline Unlocking Value in M&A Transactions With Matthew Jarvis, CFP® 07/21/2025
info_outline Words matter, choose wisely! with Steven J. Lee 07/14/2025
info_outline Should I stay or should I go? with Shelby Nicholl 07/07/2025
info_outline Tactically Using Taxes for Lead Gen with Hillary Gale 06/30/2025
info_outline What's the tax deal on oil & gas? with Steve Blackwell 06/23/2025
info_outline A trillion-dollar topic you need to understand with Brian Smith 06/16/2025
info_outline Getting killed on taxes: Equity comp edition with Russell Kroeger 06/09/2025
info_outline Special Guest Jason Wenk, CEO of Altruist 06/02/2025
info_outline Impact is more important than taxes with George Stefanou 05/26/2025
info_outline Leveraging time for tax planning with Lloyd Ross 05/19/2025
info_outline Taxes: You're standing in your own way! with Mando Sallavanti 05/12/2025
info_outline Leveling up through partnerships with Gideon Drucker 05/05/2025
info_outline Shut up and listen! with Matt Halloran 04/28/2025
info_outline Your team is a cheat code for success: What are you doing about it? With Amy Kizer 04/21/2025
 
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