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Hosted by Steven Jarvis and Benjamin Brandt · 🇺🇸 US · EN · 80 episodes
Established thought leaders with verified media credentials.
The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
Steven Jarvis and Benjamin Brandt hosts The Retirement Tax Podcast, a business show with 80 episodes published.
This throwback takes us to the most listened-to episode of the year! In this episode, resident "Least Boring CPA" Steven Jarvis takes listeners through the first part of 1040, providing insights and information to help y
This week's throwback takes us to one of our most popular episodes from last year, originally released on December 1st, 2023! In this episode, Ben and Steven had a less technical discussion and instead focused on the imp
In this episode, Ben peppers Steven with questions about a recent IRS audit he participated in. Steven shares the ins and outs of going through an IRS audit, best practices for the actual process, and why it's so importa
In this episode Ben and Steven talk about the weather (it was only a quick tangent, we promise), the upcoming election and the kind of tax planning that will get a professional sued. As always they are focused on helping
With only a few weeks until the election, Ben and Steven share their thoughts on how you should change your tax planning based on who wins. Spoiler Alert: regardless of the outcome of the election, you are most likely go
Ben and Steven are back and in this episode they are helping you get ready for the end of the year. With 91 days until 2025 there are still actions you can take but it pays to get started and avoid the end of the year cr
The dynamic duo are back together to discuss the IRS's latest "change" to tax rules. This isn't a new topic but the IRS has recently "finalized" the rules originally proposed years ago around inherited IRAs. Ben and Stev
In this episode Ben is generous enough to share a personal tax experience to help all our listeners better understand a confusing topic: real estate. Listen in as Ben and Steven talk through the details of Ben's real est
In this episode Ben and Steven share stories about everyone's favorite Office couple "Jim and Pam" and some of the tax situations they can find themselves in. More specifically they talk about what you can do when you ha
Steven and Ben are back sharing their insight on real world tax situations they have personally helped clients deal with. First, they discuss the unfortunate (but all too common) scenario when two professionals are provi
In this episode Ben and Steven share insight on Health Savings Accounts (HSAs) specifically prompted by listener questions. In addition to covering the basics of what everyone should know about contributing to, investing
Once again (this is their third year!) Ben and Steven are giving you the highlights of the IRS Dirty Dozen, an annual list of frauds, schemes and scams to be on the look out for. This episode is not meant to scare, just
Summary: In this episode Steven and Ben are back together and answering questions sent in by great listeners like you. Covering a variety of topics Ben and Steven take the time to give specific answers to these situation
Continuing the theme of sharing lessons learned from recent client conversations, Steven and Ben share common things they see on tax returns that are just as commonly areas for confusion and questions. The tax code can f
In this episode our dynamic duo is back for more tax fun as Ben wrapped up his spring surge and Steven is passed the tax filing deadline. Fresh off of so many client meetings they both have stories to share and questions
In a special episode this week Steven is joined by a tax professional who doesn't do any tax preparation. Kristine Stevenson is an Enrolled Agent who previously worked for the IRS and now specializes in tax resolution wo
This week's episode is a special one in that Steven is not being joined by a CPA or CFP. Steven's guest this week, Ashley Quamme, is actually a Fractional Financial Behavior Officer (don't worry, they talk about what tha
Benjamin Brandt is back on the join this week and rejoins Steven Jarvis to talk tax topics that are relevant in April. Whether you've already filed your return or still need to get it across the finish line the guys have
In this episode resident "Least Boring CPA" Steven Jarvis wraps up his walkthrough of a 1040 providing insight and information to make sure you understand your tax return. Steven covers both technical details as well as
In this episode resident "Least Boring CPA" Steven Jarvis continues taking you through the first part of a 1040 providing insight and information to make sure you understand your tax return. Steven covers both technical
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The Retirement Tax Podcast is hosted by Steven Jarvis and Benjamin Brandt. The show is categorised under business (investing) and has published 80 episodes.
The Retirement Tax Podcast has published 80 episodes.
The Retirement Tax Podcast regularly covers business, investing, entrepreneurship. It sits in the business category, with a investing focus.
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Episodes of The Retirement Tax Podcast average 20 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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