Death and Taxes:
What to do when the first spouse dies
✩ Hosted by two of the industry's leading voices on retirement and tax planning! ✩
Benjamin Brandt, CFP® & Steven Jarvis, CPA
October · 25 · 2023
9 AM PST
It’s no one’s favorite topic, but death is undefeated. Taxes may not be at the top of your priority list in planning for this eventuality, but having it somewhere on the list can mean huge tax savings for the surviving spouse and your heirs. 

In this session, the hosts of the Least Boring Tax Podcast come to you live to illustrate how your taxes will change the year after one of you passes away and the opportunities to proactively save on taxes.
10.25.2023 I 9 AM PST
Join us to ensure that you are well-prepared and informed about 
the crucial topic of taxes in the event of a spouse's passing. 

Understanding Tax Implications

We will explain in clear terms how your taxes will change after the passing of the first spouse. You'll leave with a solid understanding of the specific tax implications you may face.

Proactive Tax Savings

Learn about proactive strategies that can help you save on taxes, ensuring that your financial well-being and that of your heirs are protected.

Practical Guidance

Our experienced hosts will provide practical guidance on how to navigate the complex tax landscape during a challenging time, making it easier for you to make informed decisions.
Register now to take the first step toward securing your financial future.
10.25.2023 I 9 AM PST
Meet The Speakers
Steven Jarvis, CPA
Steven Jarvis is a CPA and founded Retirement Tax Services, a tax firm that aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people’s largest expense in retirement: taxes!

He’s a former college professor and author of the book
“Don’t Get Killed On Taxes” – 20 Of The Most Common Reasons You’re Sending Too Much Money To The IRS.
Benjamin Brandt, CFP®
Benjamin Brandt is a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, North Dakota fee-only financial planning company. He is also the host of the popular podcast Retirement Starts Today Radio and the accompanying blog.

His Mission Is To Have A Valuable Impact On The Retirement Of 1 Million People.
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Join us as we navigate the complexities of taxes in the face of life's inevitable events.

Reserve your spot today!
10.25.2023 I 9 AM PST

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