Are you questioning what you should or shouldn't do related to tax planning with your clients? On this week's What Works Wednesday, Micah is joined by Steven Jarvis, head CPA for Retirement Tax Services, as they discuss the spectrum of advisors delivering tax value to their clients (hint: you may not even realize that you're doing tax planning!). Listen in as they talk about how working with your client's tax preparer and educating yourself will only help further deliver value to your clients. <a href="http://bit.ly/3ZFQvsE" target="_blank" rel="noopener">http://bit.ly/3ZFQvsE</a>

Are you questioning what you should or shouldn't do related to tax planning with your clients? On this week's What Works Wednesday, Micah is joined by Steven Jarvis, head CPA for Retirement Tax Services, as they discuss the spectrum of advisors delivering tax value to their clients (hint: you may not even realize that you're doing tax planning!). Listen in as they talk about how working with your client's tax preparer and educating yourself will only help further deliver value to your clients. http://bit.ly/3ZFQvsE

Are you questioning what you should or shouldn't do related to tax planning with your clients? On this week's What Works Wednesday, Micah is joined by Steven Jarvis, head CPA for Retirement Tax Services, as they discuss the spectrum of advisors delivering tax value to their clients (hint: you may not even realize that you're doing tax planning!). Listen in as they talk about how working with your client's tax preparer and educating yourself will only help further deliver value to your clients. <a href="http://bit.ly/3ZFQvsE" rel="noopener noreferrer">http://bit.ly/3ZFQvsE</a>

What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.

Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel.  Tune in and transform your advisory practice into a powerhouse of success.

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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

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What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA

What Works Wednesday - Tax Planning With Guest Steven Jarvis, CPA

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