by Steven Jarvis
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.
Language
🇺🇲
Publishing Since
4/25/2022
Email Addresses
1 available
Phone Numbers
0 available
April 21, 2025
Amy Kizer of TalentLink Solutions discusses recruiting and hiring within the financial services industry with Steven, offering actionable ideas for supporting teams and navigating the hiring process in this interview.
April 14, 2025
Financial advisor Ted Jenkin discusses tax planning strategies for business sales with host Steven Jarvis to help entrepreneurs maximize their enterprise value.
April 7, 2025
<p dir="ltr">Jerome Myers, founder of Exit to Excellence, joins Steven this week to talk about all the "other" things that a business owner should think about when it comes time to sell (yes, they talk about taxes, too). Tax planning is important for so many things in life, but as Steven is fond of saying, "There is more to live than taxes". Jerome spends his time helping business owners look past the numbers so they don't get to the other side of a major transaction only to find that money didn't magically solve all of their problems. Steven and Jerome get tactical on some aspects of running and selling a business, including tax planning, but overall, they provide a guide for advisors themselves (or as they help their clients) to navigate a business sale.</p> <p><a class="content_editor_url zs-compose--postinput-highlight" title= "https://retirementtaxservices.com/podcast/theres-more-to-taxes-than-just-numbers-with-jerome-myers/" href= "https://retirementtaxservices.com/podcast/theres-more-to-taxes-than-just-numbers-with-jerome-myers/" target="_blank" rel="noopener">https://zurl.co/auHN1</a></p>
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Michael Kitces
Blind Nil Audio
The Great Retirement Debate with Ed Slott & Jeffrey Levine
Barron's Advisor
Andy Panko
Taylor Schulte, CFP®
Jim Saulnier, CFP® & Chris Stein, CFP®
Peter Lazaroff
Benjamin Brandt CFP®, RICP®
Wade Pfau & Alex Murguia
Morningstar
Steve Chen
Devin Carroll, CFP® & John Ross, JD
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