Breaking Planning Silos with Emily Millsap

Retirement Tax Services Podcast

Player FM - Internet Radio Done Right

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הוסף לפני four שנים

תוכן מסופק על ידי Prajin and Steven Jarvis. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Prajin and Steven Jarvis או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

This Is Woman's Work with Nicole Kalil

1
QUALIFIED: How Competency Checking and Race Collide at Work with Shari Dunn | 284 33:58

לפני 9 ימים33:58

הפעל מאוחר יותר

רשימות

לייק

אהבתי

33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

לפני שנה 25:58

MP3•בית הפרקים

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

114 פרקים

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

Breaking Planning Silos with Emily Millsap

Retirement Tax Services Podcast

11 subscribers

published לפני שנה

שתפו

MP3•בית הפרקים

https://zurl.co/iWlV

114 פרקים

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

כל הפרקים

1
Why I said NO to financial advisors! with Chad Huebsch 30:39

לפני 4 ימים30:39

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…

1
Tax Planning for Entrepreneurs with Julia Carlson 30:17

לפני 11 ימים30:17

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…

1
Crypto Taxes: Yes, you need to care about this with Tyrone Ross 31:58

לפני 18 ימים31:58

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…

1
Tax Planning Legend: Robert Keebler 29:50

לפני 25 ימים29:50

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…

1
Tax Pain Can Be Your Gain with Samantha Russell 31:52

לפני 5 weeks31:52

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.…

1
Hating on Financial Advisors with Tyler Smith 33:16

לפני 6 weeks33:16

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…

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

לפני 7 weeks34:40

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…

1
When you have too many options with Ryan Metzler 21:57

לפני 8 weeks21:57

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…

1
Kicking off the new year! with Kevin Thompson 30:47

לפני 9 weeks30:47

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…

1
The OGs of CPA/CFP Collaboration with John Pastore 29:34

לפני 10 weeks29:34

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…

1
Throwback: "You did a Roth conversion for how much!?!" with Larry Sprung 32:40

לפני 11 weeks32:40

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…

1
“Taxes over time” with Benjamin Brandt 30:17

לפני 12 weeks30:17

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…

1
Merry "ROTHmas" with Micah Shilanski 35:09

לפני 13 weeks35:09

35:09

Fan favorite Micah Shilanski is back on the Retirement Tax Services podcast to answer advisor questions on Roth conversions. Steven and Micah take it in turns to give insight and expertise and a whole list of questions that came from a recent RTS webinar all about the practicalities of getting Roth conversions done. Over 1,000 advisors registered for the event so I'm sure you can imagine just how many questions there were. Listen in as Micah and Steven get in the trenches of what advisors just like you want to know about Roth conversions https://zurl.co/pH62…

1
Where it all began 23:38

לפני 14 weeks23:38

23:38

Welcome to a throwback edition of the Retirement Tax Services Podcast! Today, we’re rewinding to where it all began—Episode 1! Over 3.5 years ago, Steven launched the podcast to bridge the gap between financial advisors and tax professionals, starting with a topic that remains just as relevant today: the best (and worst) ways for financial advisors to seek professional CPA referrals. Joining Steven for this very first episode is none other than Matthew Jarvis, sharing his insights and experiences. Both financial advisors and CPAs aim to grow their practices, and referrals from a trusted professional source are invaluable in that process. However, for many advisors, finding a CPA willing to reciprocate referrals can feel like an uphill battle. Looking back, it’s clear that this episode set the foundation for what RTS is all about: empowering advisors to deliver massive value to their clients through better tax planning. https://zurl.co/xb7R…

1
The Tax Elephant in the Room with Matthew Jarvis 29:56

לפני 15 weeks29:56

29:56

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…

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