Retirement Tax Services Podcast Steven Jarvis
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- Business
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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.
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Life milestones that are crucial to taxes with Philipp Hecker
Not all birthdays are created equal in the eyes of the IRS. In this week's episode Steven is joined by Philipp Hecker, CEO of Bento Engine, to talk about how Advisors can implement a system for creating client engagement around important life milestones. Philipp shares from his years of experience building client engagement and navigating the technical landscape of the planning opportunities available at these critical times. Steven and Philipp also discuss the sheer volume of software tools now available to financial advisors and how to figure out which ones might be a fit and which ones just have great marketing.
https://zurl.co/PFYl -
What should a "tax advisor" actually do? with Wendy Barlin
Summary: This week Steven is joined by fellow CPA, Wendy Barlin, to talk about the difference between someone who prepares taxes and someone who is actually a tax advisor. Wendy and Steven talk about some of the challenges the tax industry has faced and the opportunities those challenges create. Wendy has successfully grown and sold a tax prep firm and now works with other tax firm owners to improve their people, processes and profits to make sure taxpayers are truly receiving a valuable service.
https://zurl.co/jZPu -
Going beyond the basics with Mark Myers
Listen in to this week's episode as Steven is joined by a self proclaimed "Tax Savings Architect", Mark Myers. Mark serves his clients alongside their financial advisor and tax professional by helping to identify and design advanced tax planning strategies. Mark is all for the basic, consistent things that taxpayers can do over time, but also helps his clients leverage the full extent of the 75,000+ pages of IRS code to make sure they are making informed decisions that help minimize their taxes.
https://zurl.co/eOnL -
What the heck is "tax resolution"? with Kristine Stevenson
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 work. Steven and Kristine talk about what tax resolution work includes and when it might be something a taxpayer needs to pursue. They also discuss what it's like working for the IRS and how their systems and communications work.
https://zurl.co/4eP3 -
Between two tax pros with Michael Eckstein
In this week's episode Steven is once again joined by Michael Eckstein, an enrolled agent who takes a no nonsense approach to helping his clients get taxes and business right. Steven and Michael share pet peeves on working in tax and talk about taxpayer's obsession with the "sexy" strategies while skipping over all the basic stuff that everyone should do every year. Listen to the end as Steven and Michael share action items for improving taxpayer experiences.
https://bit.ly/3OvRrfu -
Taxes for the unexpectedly self-employed with Ben Lake
In this week's episode the Least Boring CPA is joined by Ben Lake, a financial advisor with an incredibly unique niche. Listen in as Ben shares his back story and talks with Steven about the tax intricacies of working with self-employed clients, especially ones who are becoming self-employed for the first time. This episode has great insight into the questions you should be asking and Steven and Ben both share their top recommendations on actions that have to happen the first year of self-employment.
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Customer Reviews
So much value!
I learn something new every time I listen in! Great job and thank you!!!
Steven Jarvis is awesome!!
This is a great podcast with a wealth of knowledge from a super cool guy!!
Excellent podcast
Steven does a great job breaking down complicated topics and explaining them in ways that are easy to understand. I found myself listening to multiple podcasts back to back to back.
Excellent content!