Retirement Tax Services Podcast

Being tax aware in 2026 with Brooke Cecil


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Steven is joined once again this week by our good friends at Belay to share important tax information and give best practices for getting the whole team involved. Brooke Cecil, Belay's Vice President of Accounting Services, draws from her wealth of experience and knowledge to help listeners get ready for the new year without taking on more work themselves. Steven and Brooke give concrete action steps for helping you identify where there are opportunities to deliver more value on tax planning, AND how to know where you can delegate so you can still spend your time on the things only you can do. And rather than commit all the important dates to memory, Belay has kindly organized them all for you, and listeners can get a free copy by texting RTS to 55123.

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Retirement Tax Services PodcastBy Steven Jarvis

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