Retirement Tax Services podcast

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Trading Business Prajin Steven Jarvis Tax Planning

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コンテンツは Prajin and Steven Jarvis によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Prajin and Steven Jarvis またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

Retirement Tax Services Podcast

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コンテンツは Prajin and Steven Jarvis によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Prajin and Steven Jarvis またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

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.

… continue reading

114 つのエピソード

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

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Retirement Tax Services Podcast

11 subscribers

updated 約 2 日前

シェア

シリーズのホーム•Feed

コンテンツは Prajin and Steven Jarvis によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Prajin and Steven Jarvis またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

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.

… continue reading

114 つのエピソード

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

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1
Becoming the Uber of tax planning with Libby Greiwe 34:05

約 2 日前34:05

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34:05

Steven is once again joined by Libby Greiwe to talk all things process and client experience. Libby shares her first-hand experiences with building an incredibly successful and efficient practice that emphasized creating remarkable client experiences, even on topics like tax planning. Steven and Libby discuss the importance of continually leveling up and specifically talk through how an advisor should think about getting a new client through their first tax season together. This episode is filled with actionable recommendations that any listener can apply, and Libby shares the details of her upcoming book. https://zurl.co/5BE3y…

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Navigating International Tax Waters with Renato Baccaro 26:07

約 9 日前26:07

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26:07

This week, Steven dives into international waters with special guest Renato Baccaro. Renato has spent years dedicated to creating a tool to help people navigate the rules and regulations of tax jurisdictions the world over. While it's not a simple question and one that might feel best left to the experts, where are you going to find those experts? More and more people see international travel, extended stays, and even relocation as a viable option and the tax laws just keep getting more complicated. Renato breaks his mission down very simply: you can get online and compare flight options and prices at the click of a button, he wants to create the tax equivalent for deciding where to live https://zurl.co/VwEuS…

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You can't provide value if no one is listening with Ryan Fitzgerald 30:34

約 16 日前30:34

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30:34

This week, Steven is joined by Belay's Head of Marketing (and a client of a Financial Advisor), Ryan Fitzgerald. Ryan's background and expertise is in marketing, but as the client of a financial advisor, he also is uniquely positioned to share how marketing effected who he ultimately chose as his advisor and what that means in the relationship. Steven and Ryan discuss a variety of topics, including the reality that everyone is already involved in marketing, some are just a bit more intentional about it. At the end of the day, you can be the best tax planner in the world, but you won't help a single person if they don't have a way to hear your message. https://zurl.co/KeIy3…

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Why I said NO to financial advisors! with Chad Huebsch 30:39

約 23 日前30:39

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30:39

In this episode, Steven is joined by a fellow tax pro to talk about turning down financial advisors. Chad Huebsch is a tax firm owner specializing in working with business owners and shares his experience with financial advisors proposing in-house and white-label partnerships, that he ultimately turned down. It's nothing against financial advisors and had everything to do with Chad getting really clear on who he wanted to serve and how he wanted to run his firm. He shares great insight on the tax professional side of the relationship when it comes to the intersection of tax planning and financial planning. With Chad's focus on business owners, Steven also gets his insight on tax planning every business owner should consider. https://zurl.co/aZxoC…

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Tax Planning for Entrepreneurs with Julia Carlson 30:17

4 weeks前30:17

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30:17

In this episode, Steven is joined by Julia Carlson, an entrepreneur herself and a financial advisor focused on helping other entrepreneurs learn from her early "bumps". Steven and Julia talk through tax planning for beginners (new business owners just starting out) as well as tax planning that should be considered no matter how long you have been in business. Listen in as they talk through non-tax reasons for treating your business as a business and how to navigate leveling up as you get further in your journeying. Julia also shares how she managed to write her book in just 5 days! https://zurl.co/tBjHm…

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Crypto Taxes: Yes, you need to care about this with Tyrone Ross 31:58

5 weeks前31:58

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31:58

In this episode Steven is joined by a financial advisor who has been all about Crypto for over a decade, Tyrone Ross. Tyrone joins the join to talk about the tax implications of clients owning crypto and why all financial advisors need to be on top of this topic. Regardless of your opinions on the future of crypto, the reality is that more and more people are at least dabbling if not going all in, and right no,w the default tax reporting is not great. Steven and Tyrone give listeners actionable steps they can take to add value on this potentially painful topic https://zurl.co/BDFL5…

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Tax Planning Legend: Robert Keebler 29:50

6 weeks前29:50

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29:50

This week, Steven is joined by a legend of tax planning and fellow CPA Robert Keebler. Bob has decades of experience helping create valuable client outcomes by understanding and navigating the opportunities the tax code presents. Drawing on that experience, Bob shares the importance of advisors taking a proactive role, the state of the current CPA industry, and the opportunity it creates, along with valuable insight on the line between tax planning and tax advice. This is a must listen. https://zurl.co/nTfOk…

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Tax Pain Can Be Your Gain with Samantha Russell 31:52

7 weeks前31:52

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31:52

To kick off February, Steven is joined by one of the top voices in marketing in the industry: Samantha Russell. Samantha shares from years of experience as a marketer how advisors can lean into tax planning to attract new clients without having to become a tax expert or get in trouble with compliance. Steven and Samantha both share stories of the impact that content creation can have and some of the best practices they've learned along the way. Samantha generously shares some tips that listeners can take action on right away and turn this interesting conversation into real value.…

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Hating on Financial Advisors with Tyler Smith 33:16

8 weeks前33:16

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33:16

Taking a step outside the norm, Steven's guest this week is NOT a financial advisor or CPA; Tyler Smith just happens to be a taxpayer wishing he could get better help with tax planning. Tyler is a successful business owner and coach and has great insight to share about how to build trusted relationships and what would get him excited to pay for financial advice. Tyler was also generous enough to share experiences he's had and what he's learned from them along the way. Listen in as Steven and Tyler talk about ways financial advisors can deliver massive value and set themselves apart. https://zurl.co/76odg…

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1
Stock-based comp: Keep It Simple with Andre Nader 34:40

9 weeks前34:40

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34:40

In this episode, Steven is joined by Andre Nader, a semi-retired big-tech employee who spends his time helping educate other high earners on how to navigate unexpectedly making a lot of money and the tax implications that go with it. Andre shares from his personal experience and the questions and stories he hears from people in his audience (nearly 30,000 on LinkedIn). Andre dove deep into these topics out of personal necessity and now spends his time learning and sharing as much as possible. Listen in as Steven and Andre give practical tips based on real-world experience on how you can help clients not be constantly shocked at tax time without giving tax advice. https://zurl.co/IOdOl…

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When you have too many options with Ryan Metzler 21:57

10 weeks前21:57

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21:57

Steven is joined this week by Ryan Metzler, the co-founder of Finlocity, a company dedicated to helping RIAs find the right resources to enhance their practices. Ryan works as a matchmaker of sorts for both Advisors and service providers to help everyone navigate what can feel like an endless array of shiny objects that can be more a distraction than a benefit. Steven and Ryan discuss opportunities and pitfalls of technology and the approach you can take to evaluate if new software makes sense and then how to get it implemented effectively when it does. https://zurl.co/4nxlC…

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Kicking off the new year! with Kevin Thompson 30:47

11 weeks前30:47

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30:47

To kick off the new year, Steven is joined by a fellow podcaster and financial advisor, Kevin Thompson. Kevin shares his experience with becoming an Enrolled Agent to just skip the conversation about "is it tax planning or is it tax advice" and jump straight to helping his clients the best way he can. Steven and Kevin share examples of how Advisors can be proactive on tax planning and Kevin's experience with incorporating the topic into his client service model. https://zurl.co/Koiyv…

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The OGs of CPA/CFP Collaboration with John Pastore 29:34

12 weeks前29:34

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29:34

In this episode, Steven is joined by John Pastore, Executive Vice President of Integrated Partners. John has been on the Integrated team for 25 years, basically since day 1, and has seen the incredible progress over time that Integrated has achieved. Their approach is to match CPAs with financial advisors through formal partnerships that help the advisor and the CPA grow their businesses. And, of course, it allows everyone to provide an elevated experience to their clients. Listen in as John and Steven share their experience with what makes great professional relationships and partnerships. https://zurl.co/8aKV0…

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Throwback: "You did a Roth conversion for how much!?!" with Larry Sprung 32:40

13 weeks前32:40

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32:40

This is a throwback to one of our most popular episodes from last year—because who doesn’t love a good discussion about Roth conversions? In this episode, Financial Advisor and podcast host Larry Sprung of Mitlin Financial joined Steven on the show to talk about what tax planning looks like in his practice. Larry shared how he gets his team involved, the things he is on the lookout for to identify tax planning opportunities, and why he feels taxes are so important. Steven and Larry also discuss using tax planning to help build relationships with CPAs and deliver value to clients. https://zurl.co/QZOtB…

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“Taxes over time” with Benjamin Brandt 30:17

14 weeks前30:17

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30:17

Joining the show this week is perhaps one of the forefathers of financial advisor podcasts, Benjamin Brandt. Ben shares his podcast and tax planning origin story (both predate being involved with RTS) and how his approach to these key areas of growth have changed over time. You don't have to be a tax expert to deliver massive value to clients, you do need to be consistent and committed and Ben gives great insight on both. https://zurl.co/pviIu…

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