In this episode, Steven welcomes back none other than Matthew Jarvis, co-founder of The Perfect RIA and a longtime friend of the show. The tax-savvy brothers address the tax elephant in the room: the election and what it means for your tax planning in 2024 and beyond. As always, their conversation centers around how to help your clients NOT get killed on taxes, which means they are all about taking action, not theoretical pontification on unknowns and what-ifs. Stay tuned throughout the episode as they share resources that they've collaborated to create to help Advisors make the complex actionable for their clients.

https://zurl.co/Jola

This week, Steven is joined by James Comblo to get deep in the trenches of what guiding a client through a tax planning journey looks like in the real world. James is a self-proclaimed tax nerd who has always seen the value in focusing on taxes and has built a process over the years to make sure that his clients consistently get value on the topic. Steven and James talk specifics, including how to include the team in the process and how James practically gets through reviewing every tax return every year.

https://zurl.co/K9eU

This week, Steven is joined by industry and fellow CPA Ed Slott to talk all things IRA. Ed and Steven talk about Secure 2.0, why IRA contributions shouldn't be thought of as tax "deductions” and share their thoughts on how to best serve clients when it comes to managing tax-qualified accounts. This episode is a must-list as two of the top voices on tax planning in the industry go back and forth, sharing insights and expertise.

https://zurl.co/tRPA

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

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

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

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

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

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

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