Retirement Tax Services Podcast

Steven Jarvis
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Retirement Tax Services Podcast

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.

  1. -4 ДН.

    Yep, I got audited

    Join Steven this week (on his birthday, no less!) as he shares his recent experience going through an IRS audit. With any luck, you'll never have to experience one yourself, but there is always a chance your (or your client's) return could get picked for scrutiny, and it's good to know what to expect. Steven shares how the process worked, what went well in this audit, and important reminders about tax planning and taxes generally. Listen through to the end for an opportunity to get access to even more insight on tax planning from the RTS community. https://zurl.co/dJe0

    26 мин.

  2. 28 ОКТ.

    Talking Taxes with Clients with Joshua Horton

    In this special episode, listen in as Steven is a guest on a client webinar for Financial Advisor and RTS Member Joshua Horton. Steven loves opportunities to educate taxpayers on tax planning, especially when he gets to share the great things advisors are doing with the rest of his audience. Steven and Josh go through common tax questions, Steven's tax crystal ball, how to navigate CPA/CFP dynamics, and more. If you communicate with your clients on taxes (and we know you do), this episode is a great opportunity to hear firsthand how another advisor is approaching it with his clients. https://zurl.co/VkXG

    27 мин.

  3. 21 ОКТ.

    Getting practical on taxes

    Join Steven Jarvis, CPA, as he shares highlights from the recent RTS Tax Planning Summit and covers upcoming opportunities to expand your tax knowledge live. Steven provides the details for getting the 2025 tax planning Summit on your calendar, along with the chance to dive in virtually a lot sooner (as in next week). Tax knowledge only counts if the work is getting done and reported correctly, so make sure you listen in and get these incredible events on your calendar to go deeper. https://zurl.co/sEuV

    12 мин.

  4. 14 ОКТ.

    Throwback: Tax planning and surge meetings with Micah Shilanski

    This week, it’s time for a throwback to one of the most famous episodes of this year. Fresh off of the spring surge and the tax filing deadline, Steven Jarvis, CPA, is joined once again by Micah Shilanski, CPF®, to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices for communicating the complexities of tax planning in a way that clients will remember and take action on. They, of course, nerd out on all things Roth and share opportunities for advisors to get more involved, so be sure to listen through to the end. https://zurl.co/Xtxo

    29 мин.

  5. 7 ОКТ.

    CPA Firm vs. CFP Practice with Matt Porter

    This week on the RTS podcast, Steven is joined by Matt Porter, a financial advisor who has been through 2 CPA practice acquisitions and is happy to share his experience. Matt very openly shares the challenges that acquiring a business can pose and what he's learned along the way. Steven and Matt discuss what should go into the evaluation of whether it makes more sense to find someone to partner with on taxes (like RTS) or to go all in on integrating taxes within a financial planning practice. Whatever route an advisor chooses what's critical is being intentional about being part of taxes being addressed for the clients they serve. https://zurl.co/9Wtu

    28 мин.

  6. 30 СЕНТ.

    Taxes and Business Sales with Ted Jenkin

    In this episode, Steven is joined by Ted Jenkin, President at Exist Stage Left Advisors and a former financial advisor who grew and sold his practice before helping countless other business owners do the same. Ted and Steven discuss several aspects of business sales, including why a business owner (financial advisor or otherwise) should be thinking about and preparing for a sale YEARS before it ever happens. Ted also shares insight on business valuations, and why so many of them are useless, and steps that every business owner can take to improve their business no matter how far a sale they are. https://zurl.co/8VuX

    29 мин.

  7. 23 СЕНТ.

    Breaking Planning Silos with Emily Millsap

    In this episode Steven is joined by Emily Millsap, CFP®, from Avantax Wealth Management for a great conversation around the value (and best practices) on integrating tax in the client service experience for financial planners. Emily dives into the details and shares how she creates, refines and updates processes that can help clients pursue their financial goals. Every client situation is different but by having (and constantly improving) great systems, Emily can help ensure her team is understanding client goals and then recommending tax-planning strategies designed to support their short- and long-term needs. https://zurl.co/iWlV

    26 мин.

  8. 16 СЕНТ.

    Getting everyone a seat at the table with Bryan Eberle

    Steven is joined this week by Bryan Eberle of Nepsis Inc. Bryan spent decades working in and around the CPA world before joining a wealth management firm to oversea the integration of tax into their client service. Bryan shares insight from working with over 250 CPA firms throughout his career about the power of making sure everyone has a seat at the table when it comes to effectively serving clients and making sure their specific goals are ultimately accomplished. https://zurl.co/SapV

    27 мин.
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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.

Информация

  • Автор
    Steven Jarvis
  • Годы выхода
    2021 - 2024
  • Выпуски
    100
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    Copyright © 2021 Retirement Tax Services. All rights reserved.
  • Сайт подкаста
    Retirement Tax Services Podcast

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