99 episodes

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.

Retirement Tax Services Podcast Steven Jarvis

    • Business
    • 4.9 • 71 Ratings

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.

    In-House Tax Department with PJ DiNuzzo, Ep. 99

    In-House Tax Department with PJ DiNuzzo, Ep. 99

    My guest today has had taxes as part of his comprehensive approach to serving his clients for a long time, and he has some great insight to offer on the topic. P.J. DiNuzzo joins the show to share his background, how he decided to add tax preparation to his services, and important lessons he has learned along the way. His experience incorporating tax planning and prep into his practice is unique and a great example of how valuable (and sometimes complicated) it can be.

    • 34 min
    Talking Taxes with the #401klady (Special Guest Jeanne Sutton), Ep. 98

    Talking Taxes with the #401klady (Special Guest Jeanne Sutton), Ep. 98

    Jeanne Sutton will be joining the show today to talk about all things 401(k) and all things Roth. Placed among Investopedia's 100 Top Financial Advisors of 2022 and known around the internet as The 401(k) Lady, Jeanne has great insight to share regarding the best ways to use and take full advantage of your 401(k).

    • 31 min
    The Future of Financial Planning and Where Taxes Fit In With Bob Veres, Ep. 97

    The Future of Financial Planning and Where Taxes Fit In With Bob Veres, Ep. 97

    For over four decades, Bob Veres has been at the forefront of journalism in the wealth management industry, having written for some of the top financial planning websites and magazines. Now, Bob’s industry-changing newsletter, Inside Information, serves as the go-to for advisors looking to learn, network, and discuss the industry's hottest topics. In this episode, Bob joins Steven to share his thoughts on where the industry is now headed, why things are starting to change, and where taxes fit into the mix.

    • 28 min
    All Things HSA (And Super HSA!) with Kelley Long , Ep. 96

    All Things HSA (And Super HSA!) with Kelley Long , Ep. 96

    Kelly Long, a CPA and self-proclaimed evangelist for Health Savings Accounts, joins Steven on the show today to talk about HSAs and her unique approach to talking to people about them. She shares how she goes beyond the basics and really gets through to people on how this can be such a valuable tool. Her insight and tips will allow you to bring new, next-level planning to your practice.

    • 36 min
    Roth and Tax Preparer Collaboration with Michael Henley, Ep. 95

    Roth and Tax Preparer Collaboration with Michael Henley, Ep. 95

    Michael Henley from Brandywine Oak Private Wealth joins Steven on the show today to talk about delivering value to clients through tax planning, including the broad spectrum of tax planning services that can be provided and the specific services Michael provides to his clients. He also gives insight into the benefits and relationship dynamics of collaborating with a tax preparer and how that works for him.

    • 34 min
    Tax Planning Process No Matter the Tax Law with Joe Curry, Ep. 94

    Tax Planning Process No Matter the Tax Law with Joe Curry, Ep. 94

    Joe Curry is a financial planner in Peterborough, Ontario, Canada, and host of the podcast, Your Retirement Planning Simplified. This is the first time there has been a financial planner from outside the U.S. on the show, and today we get the opportunity to see how he delivers massive value through tax planning. Listen in as we discuss everything from how to add tax planning services to leveraging tax brackets, as well as how Joe schedules meetings and gets his team involved in the tax planning process.

    • 27 min

Customer Reviews

4.9 out of 5
71 Ratings

71 Ratings

mikebyrns ,

Steven is here to give value

I just had a zoom conference with Steven after listening to this podcast religiously. I work for a B/D and run into compliance problems. The value that this podcast has given me and the value he gave my on my 15 minute conference call (expecting nothing in return) is incredible. I cannot recommend this podcast enough.

Matt4b ,

Best tax podcast

Steven does a great job of communicating action items to take with clients.

borrego cafe ,

Good info for an advisor

Great unbiased tax facts. Very aplicable for an advisor. And the intro jam/disclaimer is awesome!

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