Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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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.
דומה לRetirement Tax Services Podcast
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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Where startup founders raise millions and listeners can invest. Forget everything you think you know about the world of venture capital. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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Player FM - אפליקציית פודקאסט
התחל במצב לא מקוון עם האפליקציה Player FM !
התחל במצב לא מקוון עם האפליקציה Player FM !
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Daily Deals
פודקאסטים ששווה להאזין
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Exile
1 Episode 10: From Refugee to Radical 44:09
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אהבתיWhen a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…
Hating on Financial Advisors with Tyler Smith
Manage episode 463361289 series 2940942
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.
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.
114 פרקים
שתפוManage episode 463361289 series 2940942
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.
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.
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Retirement Tax Services Podcast
1 Why I said NO to financial advisors! with Chad Huebsch 30:39
30:39 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:39
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn 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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1 Tax Planning for Entrepreneurs with Julia Carlson 30:17
30:17 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:17
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn 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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1 Crypto Taxes: Yes, you need to care about this with Tyrone Ross 31:58
31:58 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי31:58
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn 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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1 Tax Planning Legend: Robert Keebler 29:50
29:50 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:50
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis 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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1 Tax Pain Can Be Your Gain with Samantha Russell 31:52
31:52 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי31:52
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיTo 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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1 Hating on Financial Advisors with Tyler Smith 33:16
33:16 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי33:16
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיTaking 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
34:40 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי34:40
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn 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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1 When you have too many options with Ryan Metzler 21:57
21:57 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי21:57
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSteven 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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1 Kicking off the new year! with Kevin Thompson 30:47
30:47 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:47
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיTo 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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1 The OGs of CPA/CFP Collaboration with John Pastore 29:34
29:34 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:34
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn 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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1 Throwback: "You did a Roth conversion for how much!?!" with Larry Sprung 32:40
32:40 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי32:40
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis 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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1 “Taxes over time” with Benjamin Brandt 30:17
30:17 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:17
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיJoining 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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1 Merry "ROTHmas" with Micah Shilanski 35:09
35:09 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי35:09
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיFan 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…
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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…
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1 The Tax Elephant in the Room with Matthew Jarvis 29:56
29:56 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:56
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn 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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1 The Tax Nitty Gritty with James Comblo 25:53
25:53 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי25:53
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis 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…
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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…
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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…
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1 Talking Taxes with Clients with Joshua Horton 26:54
26:54 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי26:54
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn 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…
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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…
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1 Throwback: Tax planning and surge meetings with Micah Shilanski 29:06
29:06 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:06
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis 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…
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1 CPA Firm vs. CFP Practice with Matt Porter 28:15
28:15 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:15
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis 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…
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1 Taxes and Business Sales with Ted Jenkin 29:11
29:11 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:11
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn 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…
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1 Breaking Planning Silos with Emily Millsap 25:58
25:58 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי25:58
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn 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…
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1 Getting everyone a seat at the table with Bryan Eberle 27:06
27:06 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי27:06
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSteven 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…
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Retirement Tax Services Podcast
1 Chat with a former IRS Special Agent with Robert Nordlander 29:15
29:15 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:15
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by CPA, CFE and former IRS Special Agent Robert Nordlander to dive into the word of criminal enforcement around taxes. Robert shares from his years of experience working for the IRS and working with taxpayers since leaving the IRS and provides incredible insight and wisdom into all things taxes. Plenty of people are afraid of the IRS, but for the average tax payer that fear is likely misplaced and Steven and Robert talk about the realities of when taxes can become criminal. Robert spends a lot of time educating taxpayers including having written multiple books. https://zurl.co/db9t…
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Retirement Tax Services Podcast
1 “The Power of Education” with Robin Henager Greene 24:28
24:28 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי24:28
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode, Steven is joined by Dr. Robin Henager from Whitworth University where Steven used to be an adjunct professor. Steven and Robin discuss the power of education in leveling up as a financial advisor and the overlap of theoretical and practical learning in the real world. Dr. Henager shares the approach Whitworth takes to making sure that their learning is based in reality and not just in textbooks. She also shares when it makes the most sense in a financial advisor's career to pursue higher education. https://zurl.co/dIRI…
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Retirement Tax Services Podcast
1 Are You Covered? with Cameron Norris 31:57
31:57 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי31:57
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode, Steven is joined by Cameron Norris from Golsun Scruggs, to talk about the realities of the liability that financial advisors face around taxes. Some advisors may be surprised to know that the liability is there, whether they proactively give tax advice or not. Steven and Cameron go through real world examples of the types of claims that get filed and the policy provisions that advisors should be paying attention to to make sure they have a great partner if something ever were to come up in their practice. https://zurl.co/Yntc…
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Retirement Tax Services Podcast
1 Every Advisor Should Prepare a Tax Return with Jacob DuBose 26:31
26:31 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי26:31
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode, Steven is joined by Jacob DuBose, a financial advisor who has taken the time to do hands-on tax preparation. Jacob comes on the show to share his experience being a contractor with H&R Block and getting to see firsthand what tax preparation actually looks like. Steven and Jacob discuss the value of learning through hands-on work, including tax preparation, but also through tax planning and reviewing tax returns that financial advisors can do at any point throughout their career. https://zurl.co/5nRG…
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Retirement Tax Services Podcast
1 What every financial advisor needs to be delegating with Lisa Seal 26:29
26:29 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי26:29
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by Lisa Seal, Chief Revenue Officer at Belay. Steven and Lisa share their experiences using virtual assistance to elevate what they do in business and in life. Lisa shares the background of Belay, their origin story and what they have grown to today by helping tens of thousands of leaders be at their best by applying expert level skills to tasks that many would see as a nuisance. Belay was also kind enough to provide a free resource for all listeners so make sure you listen to the end. https://zurl.co/O5v7…
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Retirement Tax Services Podcast
1 Learning Tax Planning Throughout Your Career with Brent Gargano 26:43
26:43 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי26:43
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode, Steven is joined by Brent Gargano, a RTS Premierе Member and Financial Advisor. Brent has had several unique opportunities to learn the interworkings of taxes, both as an advisor and working for large custodians. He has also spent time as an adjunct professor, helping student learn through case studies and understanding the importance of taxes in a clients financial life. https://zurl.co/6HDq…
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Retirement Tax Services Podcast
1 Throwback “Asking the right questions on taxes” - with Meghaan Lurtz 36:34
36:34 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי36:34
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThrowback to last summer’s most popular episode ““Asking the right questions on taxes” It turns out there are scientific reasons that so many people have misguided notions about taxes and Steven is joined this week by a Financial Psychologist to explore what those reasons are. Meghaan Lurtz is a writer, researcher and educator focused on the overlap of psychology and financial planning and shared her insight on how Financial Advisors can more successfully navigate conversations around complex and emotional topics, like taxes. Much to Steven's delight Meghaan confirmed some of his beliefs on WHY taxpayers feel the way they do and make some of the choices that they do, now he has science and experience backing him up. This episode is a must listen for anyone who talks to their clients about taxes. https://zurl.co/i8Py…
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Retirement Tax Services Podcast
1 COVID tax fraud that hasn't ended yet with Catherine Tindall 32:23
32:23 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי32:23
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by a fellow CPA, Catherine Tindall, to talk about the Employee Retention Credit (ERC). One of the many programs created as a result of COVID the ERC is often in the headlines for all the wrong reasons. Along with doing tax work for financial advisors (their personal and business returns), Catherine specializes in helping people figure out whether they made a legitimate ERC claim or were pressured into something they never qualified for by one of the numerous ERC "mills" that popped up overnight. They discuss who actually qualified and what a business owner who may not have qualified can do about it now. If you have business owner clients with employees (or you have employees) this is a crucial conversation to listen to. https://zurl.co/uS56…
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Retirement Tax Services Podcast
1 37-point checklist for reviewing life insurance? with Tony Steuer 28:44
28:44 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:44
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיTaxes are just one piece of the puzzle and in this episode, Steven is joined by someone who specializes in a different piece of the puzzle: life insurance. Tony Steuer has decades of experience reviewing life insurance policies to help clients understand whether the policy really is set up to do what they think it's supposed to. Steven and Tony don't quite cover 37 points but do share some great insight into what an advisor should look for when reviewing life insurance policies and surprising no one, one of the action items is getting the actual documents! https://zurl.co/zuq4…
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Retirement Tax Services Podcast
1 Finding help for all of these value adds? with Brody Rosenfeld 29:40
29:40 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:40
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis week Steven is joined by Brody Rosenfeld, a CFP who leads a team of professionals supporting financial advisors as they serve their clients. Steven has worked directly with Brody and knows first hand the value partnerships can provide. Brody and Steven have a great conversation about the pros and cons of outsourcing and how even if you never outsource it can be a helpful lens for improving processes within your firm. The episode also includes great tips on building strong relationships in general through effective communication and setting clear expectations. https://zurl.co/f9TC…
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Retirement Tax Services Podcast
1 Turning Prospects to Clients by leading with Taxes with Josh Ross 28:32
28:32 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:32
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this week's episode Steven is joined by a financial advisor and Enrolled Agent, Josh Rosh. Josh joins the show to share his experience with delivering massive value AND growing his financial planning practice by facilitating seminars on, you guessed it, taxes. Bucking the trend to get deep into the complexities Josh shares how he has been able focus on the "simple" side of taxes that is so often neglected to help people find tax savings and peace of mind. Josh openly shares what works and how other advisors can use this great topic in their prospecting process. https://zurl.co/nQTk…
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Retirement Tax Services Podcast
1 Getting the whole team involved with Jamie Shilanski 33:36
33:36 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי33:36
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSummary: Steven is once again joined by the incredible Jamie Shilanski to talk about how to level up your team when it comes to tax planning (and really any topic). Jamie shares why she has 4 people on your team currently working towards their Enrolled Agents designations, most surprising might be the fact that not all of them are financial advisors! Jamie shares fantastic insight about how to motivate and incentivize team members to constantly learn and level up, all for the benefit of the clients you serve. https://zurl.co/vhB9…
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Retirement Tax Services Podcast
1 Tax reporting at the source with Eric Bronnenkant 24:14
24:14 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי24:14
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis week Steven is joined by the Head of Tax at Betterment, Eric Bronnenkant, who is both a CPA and CFP. Betterment is a tech-forward investment platform setting themselves apart for going above and beyond when it comes to tax reporting. Eric shares how they have been able to incorporate feedback from clients and tax professionals to make tax time go more smoothly (which means more gets reported correctly and clients have better outcomes!). Listen to the end as Eric and Steven discuss actions that advisors can take regardless of what platform they are currently on. https://zurl.co/E1Ar…
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Retirement Tax Services Podcast
1 An open conversation about in-house taxes with Gary Russell 30:14
30:14 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:14
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis week's episode is a great discussion between Steven and Gary Russell, a founding partner of Helium Advisors, about what it really takes to build strong relationships between CFPs and CPAs. Gary shares his first-hand experience with having tax team members in-house, buying accounting firms, and the importance of really building a team, not simply sharing a company name. Steven and Gary provide examples of what does and doesn't work in the real world and provide action items that any advisor can take to level up on tax planning. https://zurl.co/Q6fJ…
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Retirement Tax Services Podcast
1 The intersection of tax and law with Mike Payne 28:48
28:48 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:48
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this week's episode Steven is joined by a fellow CPA who happens to also be a lawyer, Mike Payne. Mike is an incredibly forward thinking firm owner who has embraced providing comprehensive services to clients for years. And not the "comprehensive" buzzword so often used in the industry but an actual example of the word in practice. Mike's commitment to doing this has led him to explore new possibilities in legal structure and business arrangements to make sure that ultimately the client wins. And as a bonus Mike committed on the episode to joining the RTS Summit in September so you can meet him in person and ask even more detailed questions. https://zurl.co/Tt6s…
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Retirement Tax Services Podcast
1 Delegate to Elevate with Lisa Zeeveld 29:22
29:22 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:22
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSteven is joined this week by Lisa Zeeveld, CFO of Belay Solutions to talk about how Financial Advisors can do more professionally and personally by leveraging a great assistant. Lisa and Steven share their own experiences using VAs, reservations they had, surprising successes and why there is no going back once you've started using one. Listen in as Lisa and Steven explain why a VA is an investment every Financial Advisor serious about leveling up should make. And because we are all about taking action and delivering massive value Lisa has a free resource for all of our listeners to help jump start the delegation process. https://zurl.co/sDqe…
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Retirement Tax Services Podcast
1 Taxes, marketing and compliance" with Marie Swift and Jonny Swift 31:26
31:26 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי31:26
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis week we are taking a detour from technical tax topics and talking about how to get your tax planning message out there to prospective clients. Steven is joined by Marie Swift and Jonny Swift from Impact Communications to cover a variety of topics including how client testimonials can be compliantly used and how Advisors can effectively use AI tools to supplement their content creation without losing their voice and authenticity. https://zurl.co/fXBK…
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Retirement Tax Services Podcast
1 Collaboration over competition with Eric Brotman 28:48
28:48 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:48
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSteven is joined this week by Eric Brotman to discuss how he has built a successful practice by looking at everyone around him, even other Advisors, as potential collaborators and not competition. Eric shares what he has learned over 30 years in the industry that he is STILL applying in the practice he runs and with the clients he serves. Listen to Steven and Eric share tactics they have seen really work that consistently result in better outcomes for clients and more growth for advisors willing to put in the work to make it happen. https://zurl.co/ocyP…
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Retirement Tax Services Podcast
1 Tax planning and surge meetings with Micah Shilanski 28:45
28:45 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:45
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיFresh off of the spring surge and the tax filing deadline Steven Jarvis, CPA is joined once again by Micah Shilanski, CPF (r) to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices on 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 and listen through to the end. https://zurl.co/EEmC…
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Retirement Tax Services Podcast
1 Throwback: “Taxes and investing - a deep dive” with John Wilson and Joe Hohn 27:48
27:48 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי27:48
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThrowback time: Your favorite episode from the last 12 months: “Taxes and investing - a deep dive”. In this episode, Steven got the chance to really nerd out as he was joined by two guests from Dimensional Fund Advisors to get into the weeds on the tax implications of investing. John Wilson and Joe Hohn (who used to be an aerospace engineer before becoming a fund manager) shared their perspective and insight on just how much taxes play a role in investment selection and management. This episode is a bit more technical but still gives any advisor great information they can apply to continue elevating their tax game. https://zurl.co/s7Ro…
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Retirement Tax Services Podcast
1 “The Retirement Planning Guidebook” with Dr. Wade Pfau 26:07
26:07 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי26:07
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode, Steven is joined by Dr. Wade Pfau, a prolific researcher and content creator around all things retirement income related, including tax planning. Dr. Pfau has recently published the 2024 edition of his Retirement Planning Guidebook, an incredible resource for the details and planning opportunities surrounding retirement. Steven and Wade discuss how Financial Advisors can take complex knowledge and learn and distill it a way that will help clients take action, which is ultimately what counts. https://zurl.co/i1Bh…
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Retirement Tax Services Podcast
1 Yes, we're brothers with Matthew Jarvis 29:02
29:02 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:02
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSummary: Steven Jarvis, is joined in this week's episode by one of his brothers (he actually has 4), Matthew Jarvis. Matthew is the co-host and co-founder of The Perfect RIA podcast, a platform through which he has coached thousands of advisors. They talk about the power of tax planning and ways to deliver massive value to clients. They both share first-hand experiences with helping clients excel and give multiple opportunities to learn more, do more and all around elevate your tax planning game. https://zurl.co/5z1D…
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Retirement Tax Services Podcast
1 “Healthy” side of taxes with Christine Simone 30:41
30:41 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:41
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by Christine Simone, a healthcare professional and the CEO and founder of Caribou. Christine shares her perspective on how to navigate the tax implications of how people get health insurance and pay for medical expenses. Steven and Christine discuss the complexities and potential tax savings (and pitfalls) of health savings accounts, premium tax credits and Medicare. They also discuss tools (like Caribou) that can help simplify the process Advisors work with their clients on this very prevalent topic. https://zurl.co/eonh…
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Retirement Tax Services Podcast
1 The Inheritance Playbook with Chad Holmes 24:14
24:14 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי24:14
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by the author of The Inheritance Playbook, Chad Holmes. This book is written for consumers and puts a little bit of humor and a lot of great insight into a very challenging topic. Chad shares why it was important to him to write this book and the impact these strategies have on clients. Death and taxes are both inevitable and Steven and Chad share their perspectives on how advisors can make an impact in both of these areas. https://zurl.co/fmBO…
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Retirement Tax Services Podcast
1 Becoming a Tax Strategist with Derrick Kinney 33:03
33:03 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי33:03
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOn this weeks episode Steven is joined by an Advisor who is generously sharing what worked so well for him as he built and sold a planning practice across multiple decades. Derrick Kinney, host of the Good Money Podcast, gives specific approaches he has used and coached advisors on that he has seen produce results time and again. His recommendations are not on specific tax principles but give Advisors the tools to communicate in a way that is going to have lasting impact. https://zurl.co/Lglt…
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Retirement Tax Services Podcast
1 Life milestones that are crucial to taxes with Philipp Hecker 29:41
29:41 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:41
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיNot all birthdays are created equal in the eyes of the IRS. In this week's episode Steven is joined by Philipp Hecker, CEO of Bento Engine, to talk about how Advisors can implement a system for creating client engagement around important life milestones. Philipp shares from his years of experience building client engagement and navigating the technical landscape of the planning opportunities available at these critical times. Steven and Philipp also discuss the sheer volume of software tools now available to financial advisors and how to figure out which ones might be a fit and which ones just have great marketing. https://zurl.co/PFYl…
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Retirement Tax Services Podcast
1 What should a "tax advisor" actually do? with Wendy Barlin 29:18
29:18 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:18
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSummary: This week Steven is joined by fellow CPA, Wendy Barlin, to talk about the difference between someone who prepares taxes and someone who is actually a tax advisor. Wendy and Steven talk about some of the challenges the tax industry has faced and the opportunities those challenges create. Wendy has successfully grown and sold a tax prep firm and now works with other tax firm owners to improve their people, processes and profits to make sure taxpayers are truly receiving a valuable service. https://zurl.co/jZPu…
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Retirement Tax Services Podcast
1 Going beyond the basics with Mark Myers 29:22
29:22 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:22
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיListen in to this week's episode as Steven is joined by a self proclaimed "Tax Savings Architect", Mark Myers. Mark serves his clients alongside their financial advisor and tax professional by helping to identify and design advanced tax planning strategies. Mark is all for the basic, consistent things that taxpayers can do over time, but also helps his clients leverage the full extent of the 75,000+ pages of IRS code to make sure they are making informed decisions that help minimize their taxes. https://zurl.co/eOnL…
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Retirement Tax Services Podcast
1 What the heck is "tax resolution"? with Kristine Stevenson 31:10
31:10 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי31:10
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn a special episode this week Steven is joined by a tax professional who doesn't do any tax preparation. Kristine Stevenson is an Enrolled Agent who previously worked for the IRS and now specializes in tax resolution work. Steven and Kristine talk about what tax resolution work includes and when it might be something a taxpayer needs to pursue. They also discuss what it's like working for the IRS and how their systems and communications work. https://zurl.co/4eP3…
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Retirement Tax Services Podcast
1 Between two tax pros with Michael Eckstein 33:01
33:01 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי33:01
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this week's episode Steven is once again joined by Michael Eckstein, an enrolled agent who takes a no nonsense approach to helping his clients get taxes and business right. Steven and Michael share pet peeves on working in tax and talk about taxpayer's obsession with the "sexy" strategies while skipping over all the basic stuff that everyone should do every year. Listen to the end as Steven and Michael share action items for improving taxpayer experiences. https://bit.ly/3OvRrfu…
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Retirement Tax Services Podcast
1 Taxes for the unexpectedly self-employed with Ben Lake 29:13
29:13 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:13
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this week's episode the Least Boring CPA is joined by Ben Lake, a financial advisor with an incredibly unique niche. Listen in as Ben shares his back story and talks with Steven about the tax intricacies of working with self-employed clients, especially ones who are becoming self-employed for the first time. This episode has great insight into the questions you should be asking and Steven and Ben both share their top recommendations on actions that have to happen the first year of self-employment. Episode Website…
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Retirement Tax Services Podcast
1 All those “employee” benefits and how to think about them with Chris Gaddis 23:41
23:41 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי23:41
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSummary: Steven is joined this week by Chris Gaddis, Managing Partner of GP Agency, to talk about benefits employers can offer that help impact their team members lives, and have a tax benefit. Like every other topic the conversation focuses on making great decisions first, and then figuring out the most tax efficient way to go about it. Chris shares his insight on where he is seeing business owners make an impact to their teams and their bottom lines. Episode Website…
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Retirement Tax Services Podcast
1 Psychology and Taxes with Ashley Quamme 30:33
30:33 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:33
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis week's episode is a special one in that Steven is not being joined by a CPA or CFP. Steven's guest this week, Ashley Quamme, is actually a Fractional Financial Behavior Officer (don't worry, they talk about what that is) and specializes in helping financial planning firms go beyond the numbers and understand how their clients think, feel and do money. Steven and Ashley explore the science behind some of the things Steven has learned and does in his own practice and the advice he shares with Advisors. This is an incredibly insightful conversation that will give you a different angle for improving your tax and financial planning skills. https://bit.ly/3vO8lQ8…
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Retirement Tax Services Podcast
1 New Money New Problems with Brenton Harrison 30:33
30:33 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:33
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by a fellow podcaster and money nerd, Brenton Harrison. Brenton is a financial advisor focused on helping first-generation high income earners as they navigate financial planning topics, including taxes! Brenton has found huge success including tax planning in his offering and spends a lot of time educating his clients, his audience and anyone who will listen about money and taxes. Listen and Steven and Brenton share lessons learned in communicating and educating on taxes. https://bit.ly/3O3MpXt…
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Retirement Tax Services Podcast
1 Tax Planning and the military with Brandon Lovingier 22:53
22:53 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי22:53
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThe tax code applies differently in a lot of different situations, including for active and retired members of the military. In this episode Steven is joined by Brandon Lovingier, a financial advisor dedicated helping people in the military navigate tax and financial planning. Listen in as Steven and Brandon go through some of the unique tax aspects for military members and their families. https://bit.ly/3NTrdTV…
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Retirement Tax Services Podcast
1 Prospecting, Tax Planning and making the most out of 2024 with Jeremiah Desmarais 27:38
27:38 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי27:38
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSteven Jarvis, CPA is joined in this episode by the founder and President of Advisorist, Jeremiah Desmarais as they talk about ways Advisors can spend more time delivering value and less time drowning in tasks that could be delegated. Jeremiah brings deep experience and countless success stories of helping Advisors take their practices to the next level and Steven brings it all back to tax planning (this is still a tax podcast after all). Listen through to the end as Steven and Jeremiah share some exciting upcoming collaborations that will offer Advisors a chance to go deeper and get resources that will help them make 2024 the best year yet. https://bit.ly/47mmEZh…
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Retirement Tax Services Podcast
1 Premium Tax Planning for Premium Fees with Patrick Lonergan 28:11
28:11 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:11
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven kicks off the year with an incredible discussion with Patrick Lonergan all about helping high earning business owners save hundreds of thousands of dollars in taxes, every year! Yes, the dollar savings are higher because the income is higher but the strategies are not proprietary, they are worth considering for any business owner and worth revisiting year after year to make sure they are being consistently taken advantage of. Patrick openly shares his progression with incorporating tax planning and how he used tangible tax savings he could quantify to make sure he was charging a premium fee for the premium service he is providing. https://bit.ly/48w8dCF…
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Retirement Tax Services Podcast
1 The emotional side of taxes with Christine Luken 27:07
27:07 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי27:07
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by Christine Luken to talk about the emotional side of money, and of course taxes! Christine is a Financial Coach focused on working through the emotional areas of a client's money including taxes and shares her experience and perspective in helping to provide peace of mind along with positive financial outcomes. Of course we would all love money to be logical and easy but real life is messy. Understanding how to address the emotional side of these issues can help Advisors elevate their client's experience throughout the process. https://bit.ly/48eBYrt…
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Retirement Tax Services Podcast
1 The other "least" boring CPA with Bob Wheeler 29:14
29:14 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:14
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by a fellow CPA, tax nerd and tax planner in Bob Wheeler, CPA. In addition to 20+ years of actually doing taxes Bob has been a stand up comedian and works as the CFO of the world famous Comedy Story in Hollywood CA. The conversations focuses primarily on how tax planning should be goals based (life goals, not just 'let's pay less in taxes') but Bob stay to the end as Bob shares how he got involved in the Comedy Store and why it's been such an important part of this career.…
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Retirement Tax Services Podcast
1 Tax Planning Summit Takeaways (and sneak peak for 2024) with Matthew Jarvis 28:37
28:37 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:37
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this week's episode Steven is joined by none other than Matthew Jarvis to share their highlights from the incredible first annual RTS Tax Planning Summit that happened back in September. Attendees still have access to the full recordings but for everyone else who couldn't make it this year (and we heard from so many of you who wish you could have been there) the Brothers Jarvis take turns giving key takeaways and action items from the amazing agenda that spanned multiple days and several top-notch speakers. This is definitely the "cliff notes" version but still plenty you can learn and of course, get excited and block your calendar to be there for next year's encore! https://bit.ly/3RwVwSF…
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Retirement Tax Services Podcast
1 ‘’I bought a tax practice!’’ What that actually looks like for an Advisor with Michael Cummings 28:37
28:37 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:37
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSteven is constantly approached by Advisors who all have the same game changing idea: "I should buy a tax practice to generate leads". While this sounds great on paper it is not so simple in reality. In this week's episode Steven is joined by Financial Advisor (and panelist at the 2023 RTS Tax Planning Summit), Michael Cummings to talk about the realities of buying and owning a tax practice in addition to being a financial advisor. Mike candidly shares his experience, the challenges and successes he has seen along the way. https://bit.ly/3stg58N…
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Retirement Tax Services Podcast
1 The evaluation of tax planning with special guest Michael Kitces 26:55
26:55 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי26:55
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSteven is joined in this episode by the one and only Michael Kitces to talk about the progression of tax planning in a financial advisor's practice and how the industry as a whole is shifting to better incorporate taxes. They both share their perspective on how Advisors can make sure they are delivering true value and not just beating their clients over the head with volume. Steven and Michael also discuss how even though BDs seem to be getting on board with allowing tax planning there is still tremendous opportunity to set yourself apart with tax planning, if you are intentional. https://bit.ly/3MWNv6O…
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Retirement Tax Services Podcast
1 Taxes and Legos with Kyle Gabhart 30:49
30:49 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:49
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn a rare "in-person" interview Steven is joined by Financial Advisor Kyle Gabhart for a fun and informative discussion around tax planning. Kyle shares his favorite approach to talking tax planning using his Lego analogy (what tax nerd isn't going to love being able to include Legos in the discussion?). Steven and Kyle talk about best practices for communicating around taxes and then dive into specific tax strategies for business owners, which is Kyle's area of focus. https://bit.ly/47sYLzn…
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Retirement Tax Services Podcast
1 Tax Analogies and 2026 with Derek Mazzarella 29:14
29:14 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:14
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by Derek Mazzarella, CFP and the two share ideas on how to best articulate complex tax planning in a way that resonates with clients. Derek shares how he is already incorporating tax law changes that won't happen until 2026 into his planning with clients and why he is such a big fan of having analogies for everything he does (bonus: he shares several of his favorites). Steven and Derek also touch on the tax implications around equity compensation and the inevitability that spending and income will not be linear in retirement. https://bit.ly/47iqnHs…
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Retirement Tax Services Podcast
1 Divorce and taxes (too bad you can't break up with the IRS)with Amy Irvine 30:46
30:46 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:46
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיLife is full of the unexpected and while taxes won't be the first concern when unfortunate things happen, they can't be forgotten about. Steven is joined in this episode by Amy Irvine, a financial planner specializing (and certified) in divorce planning. Steven and Amy share pitfalls to avoid and ideas for navigating this complex area that blends technical tax with a very emotional life situation. Amy provides a great list of action items for any advisor who serves married clients (you might not want to be a divorce specialist but you will likely come across it at some point!). https://bit.ly/3MlcCj5…
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Retirement Tax Services Podcast
1 Everyone writes about taxes, but how well? with Derek Pollard, PhD 36:39
36:39 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי36:39
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by Derek Pollard, PhD and content specialist for financial advisors to discuss how we can all write better on the topic of taxes. Even if you never want to publish an article or write a book taxes come up all the time and we are constantly getting questions from Advisors on how they can improve their newsletters, website copy, social media posting and even email communications with clients. Steven and Derek share ideas on how to embrace the writing process and improve the outcome for your team and your clients. Steven even shares tax specific examples of how he has been able to resonate on otherwise complicated topics. https://bit.ly/3SdhWJ5…
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Retirement Tax Services Podcast
1 Yes! We're still talking about Roth (and you should be too) with Jim Amerman 27:39
27:39 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי27:39
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSummary: Roth may feel like a topic that has been done to death but we still constantly get questions from taxpayers AND financial advisors so we are back at it again. Steven is joined this week by Jim Amerman, a CFP whose near sole focus is helping people get Roth conversions done. Recommendations on Roth of course have to be client specific but lately it feels like there is more misinformation than good content out there on Roth so don't stop helping your clients understand and execute on this valuable opportunity. https://bit.ly/3RSsfCp…
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Retirement Tax Services Podcast
1 What the heck is PTE Tax? with Kelly Rohrs 31:07
31:07 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי31:07
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSteven is joined this week by a fellow CPA who specializes in working with business owners, Kelly Rohrs. Kelly provides an overview of the Pass Through Entity (PTE) Tax and why business owners should care about it. Unfortunately like so many other tax areas this is one where we aren't going to make you an expert with the first conversation but we can give you questions to ask and consider so you can work with your clients (or your own tax professional) to make sure you are making great decisions for your specific situation. https://bit.ly/3PZamk5…
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Retirement Tax Services Podcast
1 Following the yellow brick road on taxes with Roger Whitney 28:38
28:38 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:38
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיListen in as Steven interviews Roger Whitney, host of the Retirement Answer Man podcast. In addition to working with clients through his financial planning practice Roger runs the Rock Retirement Club providing resources and insight to over 1,100 consumers looking to go beyond DIY. Roger has a wealth of experience that he pulls from to share the hurdles that clients run into and how Advisors can help overcome. https://bit.ly/3ZCszHb…
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Retirement Tax Services Podcast
1 What "hiring your kids" actually looks like with Mike Jesowshek 28:23
28:23 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:23
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis week Steven is joined by Mike Jesowshek, host of the Small Business Tax Savings Podcast and it's one you won't want to miss. The internet is full of headlines on tax planning topics but far too often those headlines are not accompanied by the information you need to actually get things done. Of course we are all about implementation and taking action so Steven and Mike get into the details of what it actually takes to get the tax benefits of putting your own kids on the payroll. They also discuss a broader framework you can use as you talk to your clients about how to think about the expenses they put through their business. https://bit.ly/3tblKAs…
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Retirement Tax Services Podcast
1 Software tools for getting tax planning done with Andrew Altfest 27:05
27:05 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי27:05
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOne of the most common questions Steven gets is "what software tools can help me get tax planning done". In this week's episode Steven is joined by the Founder and CEO of FP Alpha, Andrew Altfest, to explore that question. Andrew is the President of his own RIA so everything FP Alpha does from a software standpoint is built on real world experience serving clients. Andrew shares what led him to create a software solution, how it has evolved and some of what is coming next. The audio and if you are a visual learner you'll have the chance to see a live demonstration of the FP Alpha platform at the RTS Tax Planning Summit September 27-29. https://bit.ly/3ZiU4FL…
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Retirement Tax Services Podcast
1 It might be time to rethink your bookkeeping with Brook Cecil 24:51
24:51 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי24:51
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this special episode Steven is joined by Brook Cecil, Directory of Accounting Services at Belay Solutions to tackle a topic most advisors probably need help on themselves (and potentially could benefit some of your clients. Brook and Steven discuss the value of good bookkeeping, how bookkeeping needs evolve overtime and provide a framework for the key functions your bookkeeper needs to cover for you (and if you are your own bookkeeper, is that really your highest and best use?). Brook also shares how you can use a delegation matrix to judge ROI on adding a bookkeeper to your team and was kind enough to share an example that is linked in the show notes. https://bit.ly/3PeT4O1…
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Retirement Tax Services Podcast
1 Processes are critical...and you're probably doing them wrong with Louis Retief 32:50
32:50 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי32:50
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this week's episode Steven is joined by Louis Retief, Co- founder and CEO of Hubly, a software platform dedicated to helping Advisors have incredible systems. Louis has been around financial planning most of his life and for years now has been passionate about helping Advisors have better processes in their practices. Their discussion goes far beyond how great processes can improve tax planning outcomes (don't worry, that is covered too!). Selfishly for Steven, all of the efficiencies and quality improvements created in an Advisor's practice frees up time and resources to dedicate to tax planning so the conversion is a huge win all the way around. https://bit.ly/3r3lnHa…
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Retirement Tax Services Podcast
1 Business tax deductions you might be getting wrong with Thomas Kopelman 31:21
31:21 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי31:21
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיReturning guest Thomas Kopelman of allstreet Wealth is back on the show to talk about the evolution of tax planning in his practice and share specific ways he is helping business owners save thousands. Steven and Thomas talk about the complexities that can come with great tax planning and Thomas shares how he has been able to refine his skill set and deliver massive value to his clients by picking one area at a time to focus on. Listen to the end to hear about some exciting new things Thomas is involved in that includes one of our great sponsors for the upcoming RTS Tax Planning Summit. https://bit.ly/44nDDsw…
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Retirement Tax Services Podcast
1 Retirement Planning is more than just taxes with Jerilyn Klein 28:11
28:11 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:11
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode, Steven is joined by Jerilyn Klein, Editorial Director at Rethinking65 to talk about how Advisors can stay up to date on all the different things they might have to help a client with, including taxes. Jerilyn has years of experience in the industry bringing actionable information to Advisors on a variety of topics and shares her experience with how Advisors can keep doing more for their clients. Taxes of course are on the list of important topics but cannot happen in a vacuum. https://bit.ly/3qEzmTG…
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Retirement Tax Services Podcast
1 Let's talk about life insurance with guest John Ensley 27:04
27:04 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי27:04
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOn this week's episode, Steven is joined by John Ensley, a self-described "insurance-centric" advisor who shares his perspective on where cash value life insurance can fit into the financial planning picture. Life insurance is often a polarizing topic in industry so Steven invited John on to learn more for himself on how Advisors are approaching insurance in their practices. John and Steven touch on several areas from a client service standpoint that apply regardless of the specific product or service you are focused on. Listen and learn more about how other people are thinking about this ever-present topic. https://bit.ly/3OTlxcn…
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Retirement Tax Services Podcast
1 Death and Taxes, how to help your clients with both with guest Anne Rhodes 28:48
28:48 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:48
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיBen Franklin certainly wasn't thinking of podcasts when he uttered these famous words but on this weeks episode our resident CPA is joined by attorney to talk about the importance of addressing both death and taxes for your clients. Anne Rhodes is the Chief Legal Officer at Wealth.com, a company doing for Financial Advisors around Estate Planning what Retirement Tax Services is doing on taxes: providing an expert solution for Financial Advisors to serve clients at a high level while staying in the driver's seat of the relationship. Steven and Anne share their expertise on why these topics are so important and how Financial Advisors can set themselves apart by embracing tax and estate planning. https://bit.ly/3rSC1JG…
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Retirement Tax Services Podcast
1 Expert Digital Marketing and Taxes with Olivia Luper 29:32
29:32 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:32
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this week's episode, Steven takes a break from technical tax talks to welcome digital marketing expert Olivia Luper to the show. Olivia shares how she helps Financial Advisors level up their marketing efforts, including why taxes can be such a powerful topic when it comes to helping prospective clients move away from pain. Steven and Olivia share specific examples of ways they have found success incorporating taxes into their marketing messages and give advice on how listeners can do the same in their practices. https://bit.ly/3Ko0flC…
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Retirement Tax Services Podcast
1 Tax planning is not a 1 and done offering with Libby Griewe 31:20
31:20 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי31:20
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיReturning to the show for this episode is former financial advisor and active rockstar advisor coach, Libby Griewe. Libby shares from her experience of being an advisor and coaching other advisors on how tax planning can be incorporated to deliver massive value over multiple years. In fact she highly recommends that Advisors take that approach because it creates the best experience for the client. Listen to the end to hear about the exciting opportunity now available through Libby's Efficient Advisor coaching program. https://bit.ly/43uyVJ4…
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Retirement Tax Services Podcast
1 Taxes and investing, a deep dive with John Wilson and Joe Hohn 27:26
27:26 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי27:26
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this week's episode, Steven gets the chance to really nerd out as he is joined by two guests from Dimensional Fund Advisors to get into the weeds on the tax implications of investing. John Wilson and Joe Hohn (who used to be an aerospace engineer before becoming a fund manager) share their perspective and insight on just how much taxes play a role in investment selection and management. This episode is a bit more technical but still gives any advisor great information they can apply to continue elevating their tax game. https://bit.ly/46UhvbO…
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Retirement Tax Services Podcast
1 Taxes and Podcasts, breaking down complex topics with Benjamin Brandt 28:05
28:05 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:05
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיBefore episode 1 of the RTS podcast was ever recorded Steven was learning from the best in the business to make sure he started on the right foot, including from his guest on today's episode, Benjamin Brandt. Ben was podcasting about financial planning before it was ever cool and comes on the show to share his experience and what he has learned along the way about communicating with prospects and clients that goes beyond simply podcasting. Listen to the end as Steven and Ben talk about resources available to Advisors looking to do more around improving their communication skills AND levelling up their tax planning. https://bit.ly/3pFrHnM…
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Retirement Tax Services Podcast
1 Tax thoughts for buying a practice with Jonathan Bird 28:50
28:50 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:50
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn today's episode the focus is on tax implications for financial advisors themselves! Steven is joined by Jonathan Bird, CFP, who opens the books and transparently shares his experience with buying a book of business as well as using paid lead services. Jonathan shares real numbers from his experience and talks through some of the tax considerations on each that he learned along the way. Jonathan also shares how using systems has made a huge difference on his success in many areas of his business. https://bit.ly/449zxVg…
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Retirement Tax Services Podcast
1 Asking the right questions on taxes with Meghaan Lurtz 35:54
35:54 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי35:54
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIt turns out there are scientific reasons that so many people have misguided notions about taxes and Steven is joined this week by a Financial Psychologist to explore what those reasons are. Meghaan Lurtz is a writer, researcher and educator focused on the overlap of psychology and financial planning and shared her insight on how Financial Advisors can more successfully navigate conversations around complex and emotional topics, like taxes. Much to Steven's delight Meghaan confirmed some of his beliefs on WHY taxpayers feel the way they do and make some of the choices that they do, now he has science and experience backing him up. This episode is a must listen for anyone who talks to their clients about taxes. https://bit.ly/44fLp8f…
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Retirement Tax Services Podcast
1 Getting in the weeds on real estate and taxes with Tyler Harris 31:13
31:13 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי31:13
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSteven is joined in this episode by a fellow CPA, Tyler Harris, who specializes in working with 8 and 9-figure entrepreneurs to help them not get killed on taxes. The pair discuss a few of the key things that you need to be aware of when it comes to taxes and real estate. You don't need to be an expert or commit the code to memory to help your clients, but you did need to know what to watch out for and the questions you should be asking. Listen to this in-depth conversation and learn some new things about how taxes work when it comes to real estate. https://bit.ly/3NE7NCQ…
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Retirement Tax Services Podcast
1 Delivering Massive Value: The Bonus Edition - with Matthew Jarvis 31:56
31:56 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי31:56
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Matthew Jarvis rejoins the RTS podcast to talk about the new Bonus Edition of his book; Delivering Massive Value. Steven and Matthew share examples of how to effectively communicate with clients on complex topics and where the value in tax planning really comes from (hint: it's not finding the most obscure strategy ever devised. Listen to the end as Matt makes a special invitation for a bonus activity at the rapidly approaching 2023 RTS Tax Planning Summit. https://bit.ly/43CIQxb…
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Retirement Tax Services Podcast
1 Big changes coming for student loans with Fred Amrein 26:20
26:20 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי26:20
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיMuch like taxes, rules around student loans are complex and ever changing. Steven is joined by Fred Amrein, CEO and Founder of PayForEd, on this episode to discuss pending changes to student loan programs that are set to take effect later this year. Fred has been at the forefront of helping advisors and taxpayers with student loans for years and shares his expertise and insight on how this potentially confusing situation can become a value add for Advisors who get in front of it. https://bit.ly/3oqY5tA…
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Retirement Tax Services Podcast
1 Should I get my EA designation with Zac Spainhour, EA 31:50
31:50 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי31:50
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThe enrolled agent (EA) designation is one held by more than a few financial advisors and in this episode Steven interviews Zac Spainhour, an Advisor who has recently become an EA to discuss the designation and what it means for his clients. Zac shares his experience with actually getting the designation and what the process looked like but perhaps more importantly, Steven and Zac talk about how value really gets delivered and what any Advisor can do for their clients regardless of the acronyms after their name. https://bit.ly/3pPDW0B…
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Retirement Tax Services Podcast
1 Helping your clients pay more in taxes on purpose with Randy Dippell 27:56
27:56 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי27:56
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by a tax-focused Financial Planner (and RTS Essentials Member), Randy Dippell, to talk about what tax planning in the real world can look like. In particular, Randy shares a recent example of how he helped a client save big on taxes by paying more on purpose. This client could have otherwise paid \$0 in taxes during the year but Randy was looking at the bigger picture and helped the client take advantage of a low-income year to strategically pay less in taxes over their lifetime, even if it meant paying a little more that specific year. https://bit.ly/3IELfyN…
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Retirement Tax Services Podcast
1 Taxes and Investing with Nitrogen CEO Aaron Klein 30:37
30:37 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:37
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיOn this episode Steven is joined by the CEO of the company formerly known as Riskalyze. Having recently rebranded to Nitrogen Wealth, Aaron joins Steven to discuss the evolution of their platform and how taxes are now incorporated into how they help Advisors attract, serve and retain clients. Steven and Aaron discuss the potential traps of unexpected tax bills from an investment portfolio and how the Nitrogen platform can help Advisors better understand the tax drag of specific investments and portfolios. https://bit.ly/42Tb4Dm…
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Retirement Tax Services Podcast
1 Throwback: Backdoor Roth and Cream in the Coffee With Matthew Jarvis 25:52
25:52 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי25:52
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThrowback to “Backdoor Roth and Cream In The Coffee” episode, in which Steven’s guest was advisor Matthew Jarvis of The Perfect IRA. In addition to running his own practice, he’s written a new book,Delivering Massive Value: The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice. However, this episode’s topic is a combination of backdoor Roth contributions, IRS Form 8606, and the Pro Rata Rule. https://bit.ly/3O488zo…
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Retirement Tax Services Podcast
1 Throwback: Tales from Tax Season-'Fun' with States 20:06
20:06 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי20:06
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיState income taxes receive little attention from the general public when compared with federal income taxes but they can make a big difference in how much you do or do not pay. How much you pay depends on where you live, work, own a home, and how much you earn per year. So, in this episode, I will be sharing some real-life issues and situations that my clients have faced when it comes to state income taxes and what mistakes to avoid in the future. https://bit.ly/411CtkX…
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Retirement Tax Services Podcast
1 Throwback: Tales from Tax Season - Withholdings and Losses 23:27
23:27 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי23:27
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיClear communication around the topic of tax refunds and payments with clients is essential whether you’re the one doing the tax preparation or you’re an advisor doing tax return reviews. So, how do you gauge how much information your client is truly understanding during your meetings? And how can you be certain that they are comfortable with the amount they’ve paid or have had refunded? The answer is simple; ask them. In this episode, I will be sharing how to have these types of conversations with your clients to ensure everyone is feeling confident and happy around tax season. We turned back to this episode to refresh our memories of Steven's explanation of what you can do for your clients if they want to have additional withholdings throughout the year in order to not have to pay such a large lump sum at tax time as well as what you need to know about penalties. You will learn the importance of avoiding the use of jargon when speaking with clients, the most common mistake made when it comes to withholdings and how to deliver massive value during tax season planning. https://bit.ly/3Ar187D…
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Retirement Tax Services Podcast
1 Throwback: Tales from Tax Season 25:33
25:33 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי25:33
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThrowback time: Our favorite episode from last year: "Tales from Tax Season" As this year's tax season is past us, let's remind ourselves of the most common questions that clients are bringing up and asking about taxes – especially during tax season. I share some of the most common questions and some stand-out issues from tax season. You will gain insight on how to handle certain questions and where you can be delivering value to clients as you discuss taxes.…
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Retirement Tax Services Podcast
1 The Advisor who refuses to pay the IRS with guest Aaron Erişkin 27:01
27:01 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי27:01
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by Financial Advisor Aaron Erişkin, who has literally never paid a dime to the IRS. We are all for not "tipping the IRS", but typically we don't advocate for not paying anything at all. In Aaron's case though it makes a lot of sense as he is based on London and not subject to US Taxes. Jokes aside Steven and Aaron discuss why Aaron is such a huge fan of RTS content even though it is based on US Tax Code and they both share the processes, intentionality and approach that makes all the difference in tax planning being a value add to clients. http://bit.ly/43pHgPe…
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Retirement Tax Services Podcast
"Financial planning" can mean a lot of things but Steven Jarvis and his guest Danny Lohrfink, Chief Product Officer at wealth.com agree that taxes and estate planning are two areas that every client should be getting help with. Steven and Danny discuss the challenges of Financial Advisors being able to help in these areas even when they are not themselves CPAs or Attorneys and share ways that the Advisor can still be involved without having the full service in-house. Estate planning and tax planning clearly have their own unique sets of requirements but Steven and his guest explore the overlap and the similarities of what the most successful Advisors are doing to deliver massive value to their clients in these areas.…
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