Podcast appearances and mentions of steven jarvis

In this episode, Steven Jarvis, CPA, is joined by Ben Cruikshank, President and Chief Commercial Officer at Flourish, for a conversation about the intersection of banking, cash management, and tax planning. Ben shares insights from working with thousands of advisors and affluent households, including the surprising amount of cash clients often hold outside of advisory relationships. Together, Steven and Ben discuss why truly comprehensive financial planning requires visibility into all aspects of a client's financial life - not just investment accounts. https://zurl.co/NIchD

This episode explores how AI is changing the way financial advisors approach tax planning and client service. Steven Jarvis speaks with Fernando San Martin from Altruist about Hazel, an AI-powered tax planning tool designed to help advisors uncover opportunities in tax returns. Fernando explains that the focus is not on replacing advisors or CPAs, but on enhancing their ability to deliver consistent, high-quality insights at scale. The conversation highlights how tools like Hazel can surface tax-saving opportunities, save advisors time, and improve client conversations around tax strategy. They also discuss the importance of starting with client outcomes before selecting tools and how AI can help bridge the gap between personalization and scale.  https://zurl.co/X2oJU

Matthew Doran joins Steven Jarvis, CPA, to discuss why great tax planning isn't about memorizing rules - it's about helping clients make intentional decisions that improve long-term outcomes. From the QBI deduction to inherited IRAs and the widow's penalty, Matthew shares practical examples of how advisors can create value by proactively reviewing tax returns, managing taxable income, and collaborating closely with CPAs. https://zurl.co/OJ2DV

Steven Jarvis is joined by compliance attorney Richard Chen to break down what compliance really means for financial advisors. They discuss how to balance providing value without crossing regulatory lines, the limitations of relying on software, and the importance of protecting client data. Richard reframes compliance as a core part of serving clients well, not something to avoid, but something to approach with clarity and simplicity. https://zurl.co/7VC5w

Steven Jarvis is joined by Shelby Nicholl from Mureil Consulting to discuss how advisors can intentionally build better businesses and client experiences. Shelby explains that while many know her for helping advisors transition firms, her real focus is on aligning vision, operations, and client delivery. The conversation highlights the importance of defining where you are today and where you want your practice to go. They explore common misconceptions about transitions, emphasizing that the real work begins after the move when advisors must deliver on new promises. https://zurl.co/cvTav

Steven Jarvis is joined by Phil M. Jones to explore how the right words can drive better client outcomes. Phil shares why success isn't just about expertise, but about knowing what to say at the right time. They discuss the shift from being a problem solver to a problem seeker, helping clients uncover issues they didn't realize they had. and practical ways advisors can structure conversations to build trust and inspire action. Discover practical strategies for effective communication, persuasion with integrity, and mastering conversational techniques to grow your financial advisory practice. https://zurl.co/wHqaN

Steven Jarvis is joined in this episode by Peter Velardi of JPTD Partners to discuss how financial advisors can think more strategically about the future of their firms. They explore the shift from running a "practice" to building a true business, and why that distinction is critical for growth, scalability, and long-term value. The discussion encourages advisors to step back, plan intentionally, and position their business for both growth and optionality. https://zurl.co/gGJEt

In this episode, Steven Jarvis sits down with Roger Pine, Co-founder of Holistiplan to explore how advisors can systematize tax planning in their practices. They discuss why Excel alone isn't enough, the importance of creating a repeatable process, and how Holistiplan helps advisors deliver richer financial planning to more clients. From the software's origin story to innovative features that streamline tax return reviews, this conversation highlights the real work behind every client, every year. https://zurl.co/r5Jft

Happy New Year! Steven kicks off the year by sharing his takeaways from year-end tax planning meetings and giving important reminders you need to hear as we head into another tax filing season. It may feel like the calendar just turned over, so tax planning can go on holiday, but listen in as Steven explains what you should be focused on to help your clients navigate their tax filing and beyond. You may have gotten sick of hearing about O3BA this last year, but it hasn't gone away, so Steven also recaps some critical areas you need to keep in mind, as well as reviewing a new IRS form that covers several of the new provisions that came out of the new bill last year. And of course, he had to talk about Summit 2026, including a sneak preview of some of the incredible speakers we will be adding to our lineup this year. https://zurl.co/ahjdP

In this episode, Steven is answering advisor questions directly from the trenches. Twice a month, Steven hosts live office hours for the RTS community that are all about helping advisors cut through the noise and get to what they need to take action and serve clients. A 30-minute episode could never capture the full power of these live sessions, but this week, Steven has selected some of the more common topics to help our listeners get ready for year-end and get an idea of what their peers are asking. If you'd like to get your questions answered on a future office hour, check out our memberships at retirementtaxservices.com https://zurl.co/RTGQv

In this episode of the Perfect RIA Podcast, hosts Matthew Jarvis and Steven Jarvis discuss the importance of actionable tax planning strategies for financial advisors. They explore the dynamics of their family relationship, the significance of basic tax planning, and how to build collaborative relationships with CPAs. The conversation also covers the role of 1099 letters in tax preparation, the nuances of Roth conversions, and the support provided through office hours for advisors. Additionally, they highlight the value of the 37-point checklist in ensuring comprehensive financial planning. Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Steven Jarvis: LinkedIn | Podcast | The Summit 2026 - Learn More about our Coaching Programs

Most advisors understand that taxes impact every financial decision, yet few make tax planning part of their process.  Steven Jarvis, CPA, is on a mission to change that by helping advisors build confidence, stay compliant, and add real value through intentional tax conversations. In this episode, Jeremy Houser talks with Steven Jarvis, Founder of Retirement … Read More Read More

In this episode, Steven Jarvis, CPA, recaps the highlights and key takeaways from Summit 2025, where nearly 300 financial advisors came together to elevate their tax planning, client engagement, and marketing strategies. Steven shares how the event has grown into a hub for professional development, team building, and innovative tools that help advisors deliver more value to clients. From actionable steps to refining tax strategies to creating a positive client impact, Steven reflects on what made this year's summit stand out, and what's coming for Summit 2026.  

Tax planning strategies can fall flat if financial advisors and CPAs aren't working together. Miscommunication, timing issues, and a lack of context can create friction—or worse, lead to missed opportunities or costly mistakes. Steven Jarvis is the CEO of Retirement Tax Services, a tax education and preparation firm that partners with financial advisors across the country to better serve their clients. Listen in as Steven explains how advisors can build trust with CPAs through proactive communication—not just sending over forms during tax season, but also giving context to planning decisions, providing year-end summaries, and getting ahead of major moves like Roth conversions or Qualified Charitable Distributions. You'll learn how aligning with CPAs as collaborative decision-makers can lead to better returns for clients and the potential for cross-referrals, and why timing conversations around a CPA's calendar matters.  For show notes and more visit: https://www.kitces.com/459

This week, Steven Jarvis, CPA, and Matthew Jarvis, CFP®, delve into the world of mergers and acquisitions (M&A), examining the role of audits, the intricacies of EBITDA, and the potential red flags that can emerge during the due diligence process. Steven emphasizes the importance of financial advisors maintaining clean books and being transparent about their financials, as this can significantly impact the valuation of their practice during a sale. The conversation also touches on the buyer's perspective, the consequences of misleading information, and best practices for running a business effectively. https://zurl.co/CBQ5y

In this episode, host Kevin Thompson and guest Steven Jarvis, CPA, discuss the complexities and frustrations of current retirement tax rules, focusing on the Roth IRA five-year rule, Social Security taxation, and the “widow's penalty.” They highlight how outdated IRS technology and convoluted regulations create unnecessary stress for retirees. The conversation blends personal stories, professional insights, and broader reflections on workforce development and education, ultimately calling for tax reform and modernization to make retirement planning simpler, fairer, and more effective for individuals navigating today's financial landscape.Stephen Jarvis' Athletic Background (00:00:51) The Roth IRA Five-Year Rule (00:06:41) Record Keeping and Tax Complexity (00:09:19)Social Security Taxation Formula (00:12:48) Behavioral Incentives in Tax Law (00:16:30) Higher Education and Workforce Development (00:20:31)Economic Value of College Degrees (00:23:33)Philosophy, Ethics, and Self-Presentation (00:26:19)The Widow's Tax Penalty (00:31:42) National Debt and Tax Policy Complexity (00:33:02) IRS Modernization and Administrative Complexity (00:36:31)Challenges of Government System Updates (00:37:45)Podcast Wrap-Up and Closing Remarks (00:39:00)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icapLinkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428facebook: / mlb2cfp Buy MLB2CFPHere: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

In this episode of the Perfect RA Podcast, host Matt Jarvis speaks with his brother, Steven Jarvis, CPA, about the intricacies of auditing in mergers and acquisitions (M&A) deals. They discuss the importance of accurate financial reporting, the nuances of EBITDA, and the potential red flags that can arise during the due diligence process. Steven emphasizes the need for financial advisors to maintain clean books and be transparent about their financials, as this can significantly impact the valuation of their practice during a sale. The conversation also touches on the buyer's perspective, the consequences of misleading information, and best practices for running a business effectively. Unlocking Value in M&A Transactions With Steven Jarvis [Episode 314] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Steven Jarvis: Website | LinkedIn  - THE SUMMIT

Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer!  In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—without becoming tax preparers.   What You'll Learn in This Episode: ✅ Why tax planning is one of the biggest value-adds for financial advisors  ✅ How to avoid common tax-reporting mistakes that cost clients  ✅ The power of proactive CPA collaboration and how to simplify the process  ✅ Easy, actionable tax planning strategies for advisors at every level  ✅ How to build repeatable systems for tax conversations all year long  Tax planning doesn't have to be complicated to be impactful. Steven shares simple but effective strategies that will help you educate clients, communicate more effectively with CPAs, and confidently incorporate tax planning into your advisory practice. If you want to elevate your client experience and stand out in the industry, this episode is a must-listen! 

Steven Jarvis, the founder and CEO of Tax Retirement Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor's business by providing tax planning strategies and more.

How do high-earning professionals maximize their financial opportunities while avoiding common tax pitfalls? In this insightful conversation, Jerome Myers sits down with Steven Jarvis, a tax strategist dedicated to helping business owners and professionals confidently navigate tax planning. Steven shares actionable strategies to optimize tax savings, uncover overlooked deductions, and build a proactive approach to financial planning.  Whether you're a seasoned entrepreneur or just getting started, this episode will equip you with the knowledge to make tax-smart decisions that align with your financial goals. [00:00 - 06:42] The Importance of Proactive Tax Planning Avoiding Common Mistakes – Why waiting until tax season can cost you thousands Mindset Shift – Taxes are not just an annual burden but an ongoing financial strategy Collaboration is Key – Working with CPAs and financial advisors can uncover hidden opportunities [06:43 - 14:28]  Maximizing Deductions & Reducing Liability Hidden Tax Savings – How to identify deductions that most professionals overlook Business Structuring – The impact of entity selection on tax efficiency. Retirement Contributions – Leveraging retirement accounts for long-term tax benefits [14:29 - 22:15]  Common Tax Myths Debunked Myth: "I'm Too Small for Tax Planning" – Why every income level benefits from strategy The Audit Fear Factor – Understanding IRS red flags versus legitimate deductions Write-Offs vs. Cash Flow – Why a deduction doesn't mean "free money" [22:16 - 30:04]  Long-Term Wealth Strategies Through Tax Planning Tax-Efficient Investing – Maximizing returns while minimizing tax burdens Estate & Legacy Planning – Setting up structures that benefit future generations Giving Strategically – How philanthropy and tax planning intersect [30:05 - 38:51]  Practical Steps to Implement Right Now Reviewing Past Returns – Uncovering missed deductions and amending returns Quarterly Tax Planning – Avoiding surprises and optimizing cash flow Building a Tax Strategy Team – Why collaboration creates the best outcomes Key Quotes: "Tax planning isn't about avoiding taxes—it's about paying exactly what you owe, not a penny more." - Steven Jarvis "The best way to get ahead on taxes is to think about them long term." -  Steven Jarvis

Steven Jarvis is the CEO of Retirement Tax Services, and he joins the show today to share why he opted for a career in accounting and tax preparation instead of financial planning. If you're interested in improving tax planning within your advisory firm, bridging the gap between financial planning and tax strategy, or learning how to add more value to clients through tax expertise, this episode is for you! Listen in as Steven shares his career journey from working at a Big Four firm to leaving just before making partner to start his own tax firm, specializing in helping financial advisors serve their clients more effectively. You'll learn where most advisory firms fall short when it comes to tax planning, strategies to strengthen your expertise in this area, and more. You can find show notes and more information by clicking here: https://tinyurl.com/3hzmp5a5 

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Steve Jarvis, Certified Public Accountant and CEO of Retirement Tax Services about changing the way we think about money and tax planning.In this episode we discussed:Why you shouldn't tip the IRSEvery money decision has a tax impact.The importance of being open to talking about money. What to look for in a tax professional. How advisors can provide value through tax planning. Steven Jarvis, CPA is the CEO and Head CPA at Retirement Tax Services, a tax firm focused on working with financial advisors to change the world one tax return at a time. With over 10 years of experience (and counting) as a CPA, Jarvis has the hands-on experience to create actionable content for his audience. He has been featured in industry publications including Advisor Perspectives and regularly produces content for financial advisors through the Retirement Tax Services website and the Retirement Tax Services Podcast. His experience covers written content, public speaking at leading industry conferences and 3 years as an adjunct professor in the graduate business school at Whitworth UniversityConnect with Steve Jarvis: Retirement Tax Services WebsiteLinkedInPodcast:The Retirement Tax Services Podcast https://retirementtaxservices.com/podcasts/Book:Don't Get Killed on Taxes: 20 of the Most Common Reasons You're Sending Too Much Money to the IRS (Amazon) Mentioned in this episode:“There is not even a patriotic duty to increase one's taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike, and all do right, for nobody owes any public duty to pay more than the law demands.” Judge Learned Hand. Support the show

This week, it's time for a throwback to one of the most famous episodes of this year. Fresh off of the spring surge and the tax filing deadline, Steven Jarvis, CPA, is joined once again by Micah Shilanski, CPF®, to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices for communicating the complexities of tax planning in a way that clients will remember and take action on. They, of course, nerd out on all things Roth and share opportunities for advisors to get more involved, so be sure to listen through to the end. https://zurl.co/Xtxo

In this recap episode, Amber shares the highlights and action items from this week. On Monday, Matt and Steven Jarvis, CPA discussed common IRA mistakes and tax planning strategies. They emphasized the importance of careful handling of rollovers, understanding the 60-day rule, and annual review of clients' tax returns. On Thursday, Jamie focused on communication strategies for financial advisors. She highlighted the importance of delegating tasks effectively, prioritizing high-value activities, and establishing clear communication policies within a practice. Jamie emphasized creating an environment where team members can comfortably follow up on tasks and the need for regular team meetings. She underscores that mastering these communication skills is essential for advisors aiming to boost productivity, increase revenue, and build a high-performing team. Resources in today's episode: - Episode Website - Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266] - Employees: Following Up or Nagging? Is There a Difference?

In this episode, Matthew Jarvis teams up with Steven Jarvis, CPA, from Retirement Tax Services, to unveil the hidden pitfalls of IRA management that could cost your clients dearly. Discover how to navigate IRA rollovers without wiping out your client's retirement dreams. Learn why treating your client's IRA like a personal piggy bank is a recipe for disaster, and how to avoid these self-dealing traps. You'll also gain insights into transforming your practice through proactive and intentional tax planning strategies that set you apart from the competition. Don't let tax complexities derail your clients' financial future. Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Steven Jarvis: LinkedIn | Website - 8606 Masterclass - 37 Point Masterclass On Reviewing Tax Returns - 2nd Annual Tax Summit  

What are some of the biggest tax mistakes you should be avoiding when you file taxes? CPA Steven Jarvis has worked on thousands of tax returns. He focuses on helping people who have a long-term focus. He wants to make sure his clients only pay every dollar they owe and nothing more. It's not about getting a big tax return. It's about looking at the long-term picture and being proactive. We dig in and dissect the top tax mistakes you need to avoid in this conversation. You will want to hear this episode if you are interested in... [3:02] Making proactive choices to impact your taxes [4:47] Learning about the foreign tax credit [6:43] Rollovers from 401Ks to IRAs [11:01] Equity compensation and severance pay [13:07] Managing advanced charitable giving strategies [21:10] What you need to know about HSAs [26:32] Pay what you owe—and nothing more Rollovers from 401Ks to IRAs You'll likely roll over a 401K to an IRA only once or twice in your life. In theory, it should be simple—as long as the rollover is treated as a non-taxable event. It needs to be reported on a 1099-R form, which can be confusing. Tax-adjacent events go on your tax returns but you should not be taxed on them.  If you're working with a tax professional, you need to communicate that you're doing a rollover. Before the tax return is filed, make sure you look it over to see if your income changed. If it has—and it shouldn't have—a rollover being improperly filed may be the culprit.  Managing advanced charitable giving strategies A qualified charitable distribution (QCD) allows you to make a charitable contribution directly from an IRA to a charity. If you donate $1,000, you may save $200–$300 in taxes. If it's a charity that you care about, great. But if you're not charitably inclined, spending $1,000 to save $300 doesn't make sense.  But there are some other tax benefits. A QCD comes out of your income before your adjusted gross income is calculated. Why does that matter? Your adjusted gross income is part of the calculation to determine how much you pay for Medicare. Reporting this correctly is key. Most custodians don't report how much money went to a charity because the IRS hasn't created a way for them to do it. That's why you (or your financial planner) must provide this information when your taxes are filed. I will send a breakdown of QCDs, distributions, etc. to my clients so they can report it properly.  What you need to know about HSAs Steven sees people penalized for over-contributing to HSAs because the form (8889) is confusing and people fill it out incorrectly. That's the #1 thing you have to watch out for with these. One of the advantages of an HSA is that it can grow tax-free. If you can pay medical expenses from another source while funding the HSA, you'll also get a tax deduction. If you don't need the money for qualified medical expenses down the road, you'll just have to pay taxes on the money (which you can remove at age 65 without any penalties).  If you keep track of your HSA-eligible expenses as you go, and have sufficient documentation, you can also request reimbursement for things that happened in the past. What other issues does Steven find himself correcting frequently? Learn other tax mistakes to avoid in this episode.  Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Retirement Tax Services Podcast Steven's book, “Don't Get Killed on Taxes” Connect with Steven on LinkedIn  Retirement Tax Services Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact   Subscribe to Retire With Ryan

Matthew Jarvis is joined by Steven Jarvis, CPA, from Retirement Tax Servies to lift the veil on the challenges financial advisors face when seeking referrals from CPAs – a pivotal Center of Influence (COI). This episode is a candid exploration of the risks and hurdles CPAs grapple with before referring clients to financial advisors, including the potential downsides and the pressing need to understand the true value advisors bring to the table. They also dive into the art of building relationships with CPAs, offering game-changing strategies like paying for their time to thoroughly grasp your services and ideal client profiles. They share the secrets to a consistent, intentional process for nurturing these relationships and securing a steady stream of referrals. This episode is a treasure trove of practical tips, from creating a 12-month calendar of activities to offering to pay for an hour of a CPA's time (goodbye, forgettable lunch meetings!). But the real gem lies in their emphasis on the long-term value of these COI relationships for your existing clients and the importance of clear communication between financial advisors and CPAs. Decoding the CPA Mindset: Tips for Financial Advisors to Earn More Referrals with Guest Steven Jarvis, CPA [Episode 259] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Steven Jarvis: LinkedIn | Website - Delivering Massive Value by Matthew Jarvis - What's In It For Them by Joe Polish - Retirement Tax Services Podcast - TPR LIVE and RTS Tax Summit - Save Your Seat! - The Prospect Process Masterclass

Fresh 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

Benjamin Brandt is back on the join this week and rejoins Steven Jarvis to talk tax topics that are relevant in April. Whether you've already filed your return or still need to get it across the finish line the guys have some great information for you. They also dive into what it means to file an extension and when it makes sense to do just that (spoiler, Steven regularly files an extension for his own taxes). And they cover some of the things you should be on the lookout for before you get your heart too set on amending a return. https://zurl.co/2IOs

In this podcast episode, Matt is joined by Steven Jarvis from Retirement Tax Services (RTS) to discuss a commonly misunderstood tax strategy and how you can add value to your clients through tax planning. Through talking about a critical tax strategy involving backdoor Roth contributions, they stress the importance of correctly reporting on tax returns and highlight common mistakes, such as errors in the 8606 form and issues when clients change tax preparers. The conversation explores pitfalls in the backdoor Roth process and the need for a proactive advisor.  Steven also warns against relying solely on software tools and why they require a knowledgeable operator. They also discuss the importance of managing all client accounts for optimal communication and the successful execution of complex strategies like the backdoor Roth. Tax Talk: Strategies for Efficient Backdoor Roth Conversions With Guest Steven Jarvis, CPA [Episode240] Resources for this episode: - Steven Jarvis: Website | LinkedIn - 8606 Masterclass - Effective Implementation Of A Backdoor Roth Strategy: Detailed Nuances, IRS Form 8606 (And When It's Even Worth Doing)

In this episode with Steven Jarvis, CPA, we talk: - Roth vs traditional - what a Roth conversion is - how to do a Roth conversion - Times it makes sense and time is does not - Things to look out for

Steven 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

Do you want to understand how retirement savings for small business owners work?In this episode, Mike welcomes Steven Jarvis, CPA, the host of the Retirement Tax Podcast. Steven provides insight on saving for retirement, especially for small business owners, and discusses the potential tax advantages. Steven also dives into the difference between pre-tax and Roth contributions, and shares tips for managing changes in tax situations in life events such as loss of a spouse or divorce. Lastly, Steven emphasizes the need to take action based on informed decisions to ensure maximum tax efficiency.[00:00 - 05:10] Retirement Savings StrategiesSteven discusses the importance of retirement planning for entrepreneurs, contrasting it with employee retirement plans.There is a need for realistic expectations of business valuation at retirement.Business owners need to update their retirement plans as their business evolves and grows.[05:10 - 12:22] Financial Planning for Business OwnersSteven emphasizes the need for business owners to start thinking about retirement planning and seeking financial advisors.Business owners face complexities and decision-making challenges regarding retirement plans compared to W-2 employees.Steven explores the differences between pre-tax and Roth contributions, including the impact of future tax rates and personal financial situations on these decisions.The importance of understanding and preparing for the tax implications of inheriting IRAs and the differing rules for spouses and non-spousal beneficiaries is covered.[12:22 - 15:50] Tax Implications of Life-Changing EventsSteven talks about the shift in tax filing status and the need for tax planning after the loss of a spouse.The loss of a spouse affects real estate tax strategies, especially when the spouse is a real estate professional.Steven encourages us to focus on emotional healing before tackling financial adjustments.[15:50 - 17:40] Closing SegmentQuotes:"We need to make great decisions and then figure out the most tax efficient way to do that." - Steven Jarvis, CPA"The more typical experience for small business owners is that they spend their whole life working on this business that is going to always be more valuable to them than it's going to be to someone else." - Steven Jarvis, CPA "The IRS rules have changed, but the paperwork needs to catch up with it." - Steven Jarvis, CPA"Part of the reason we do long-term planning is to address some of life's inevitabilities." - Steven Jarvis, CPAConnect with Steven! LinkedInRetirement Tax Strategies Podcast______Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastJoin TaxElm: https://taxelm.com/IncSight Packages (Full-Service): https://incsight.net/pricing/Book an Initial Consultation (IncSight): https://app.simplymeet.me/o/incsight/sale-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/

Today, our special guest is Steven Jarvis, who shares his career transformation from accounting to a thriving financial advisor. Steven's story is a testament to the possibilities within the financial industry. We delve into his challenges and insights as he transitioned roles, emphasizing the significance of tax services for financial advisors.Steven also shares his experience organizing successful summits for financial advisors, offering valuable tips for event planning and networking. Moreover, he discusses the crucial aspects of pricing and value in tax preparation services, introducing the concept of value-based pricing in accounting and tax services.Whether you're a seasoned financial professional or just starting your journey, this episode provides invaluable insights for success in accounting and financial advisory. Tune in now and discover how to go from zero to millions in this dynamic field!What you'll hear in this episode:[0:00] Starting and running a successful accounting practice. [1:15] Career path from accounting to financial advisor. [8:15] Tax services for financial advisors. [13:20] Starting a CPA firm with a niche focus. [18:25] Running a successful summit for financial advisors. [22:20] Pricing and value in tax preparation services. [25:50] Value-based pricing in accounting and tax services. Connect with Steven https://www.linkedin.com/in/steven-jarvis-cpa-ba91aa23/Learn more about his services https://retirementtaxservices.com/about/Connect with Kelly https://www.linkedin.com/in/kellyrohrs/Connect with Bilal https://www.linkedin.com/in/bmehanna/

Steven Jarvis, CEO of Retirement Tax Services, joins todays show. We cover:Tax topics that advisors actually focus on for their clients (hint: it's way less of an investment product focus than you'd think)How advisors do and don't network with Centers of Influences like CPAsWhat it's like to get an IRS letter or audithttps://retirementtaxservices.com/about/

When explaining taxes to your clients, it should be as detailed and in-depth as possible to make sure they understand it as well as you, right? How about instead, you simplify something that is complex and, in turn, empower your clients to take action? In today's episode, Matt is joined by Steven Jarvis from Retirement Tax Services to discuss why you need to focus on certain areas of tax planning and why explaining tax strategies as simple as possible and being proactive leads to a better understanding and a higher level of trust. https://bit.ly/42tNagP

Most people tell me they don't mind paying their fair share in taxes but they don't want to pay more than their fair share.  If you are interested in strategies to reduce your taxes in retirement I think you are going to love this episode. In today's podcast episode I interviewed Steven Jarvis who is the co author of the book “Don't get killed on taxes” and the host of the Retirement Tax Podcast.  We talked about how to pay less money in taxes on social security income. When do ROTH conversions make sense? Sneaky shadow taxes to watch out for.  How your income and withdrawal strategy can impact your Affordable Care Act tax credits. The triple tax savings of HSA accounts! QCDs for tax planning.  Long term capital gains and depreciation recapture when selling rental properties. For Articles, Links & Resources Discussed In Today's Episode Visit: https://soundretirementplanning.com/ We're on YouTube! Are You Ready To Retire?  Be sure to check out the Retirement Budget Calculator LET'S CONNECT: Facebook LinkedIn Website Buy Jason's New Book: Retirement Calculator and be sure to leave a 5 star review.    

There's less than a week as we are counting down until the May 24 Webinar from the co-hosts of the Least Boring Tax podcast (aka the Retirement Tax Podcast): Benjamin Brandt, CFP and Steven Jarvis, CPA. At this Power Session, our co-hosts will share how you can calculate your Retirement Tax bill and just as importantly, what you can do to start sanding the rough edges off of that bill. Don't forget your 2022 tax return so you can follow along and immediately start applying what you learn! Get ready to go through the real math on estimating your future tax bill so you can see why this is such an important topic. Hurry up and get registered! https://www.go.retirementtaxservices.com/rtp-webinar-a

"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.  

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

Changes the Secure 2.0 brings and what do they mean for the retirees and federal employees, covered by Victoria Kellerman. http://bit.ly/3KMF7qh

Changes are happening, and questions have been raised! That is why we have a special guest in today's episode - Steven Jarvis, CPA. Micah and Steven will answer the most common question out there these days and clear out all of your confusion. Join us and find out what is the Secure Act 2.0, and why does it matter? http://bit.ly/41j402z

Finding the right tax advisor can be a frustrating experience. Today, we talk to Steven Jarvis, CPA about the steps you should take when looking for a new advisor to help you with taxes.  Steven is the owner of Retirement Tax Services and aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes! You can also find him (along with past guest Benjamin Brandt) on his podcast The Retirement Tax Podcast. Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.”  Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.  Contact Devin's team at https://www.carrolladvisory.com/  Contact John's team at https://www.rossandshoalmire.com/ 

When discussing business structures, do your clients focus on tax impacts first, or are you helping them consider what they're solving for? Micah is joined on this What Works Wednesday by Steven Jarvis from Retirement Tax Services to talk about planning with small businesses. They'll discuss some of the myths surrounding LLCs and why you need to be able to explain to your clients how an LLC works. Micah and Steven will discuss why you want to be involved before your client makes a decision on their business structure and ways that you can help your clients visually understand their business structure decision. http://bit.ly/3OQ9FXY

What should you be thinking about or doing with your tax planning as we approach the end of the year? Planning your taxes ahead of April is a great way to make the process more efficient.When it comes to tax planning, the earlier you can do it outside of April, the more things you can get done. Some of the things you should be looking into include RMDs and QCDs, which depend on the situation or age.In this episode of the Secure Your Retirement podcast, we have Steven Jarvis, a CPA, owner of Retirement Tax Services, the host of Retirement Tax Podcast, and is very knowledgeable in tax planning. We discuss QCDs, standard deductions, Roth conversions, and much more.In this episode, find out: Why these last months of the year are a great time to check on your taxes before April.Things to check on before the year ends to avoid tax interests and penalties.How QCDs allow you to give to charity without taxation and should be done by the end year.The advantages of doing QCDs if you're charity inclined and over the age of seventy and a half.Understanding the standard deductions and how to save on taxes when donating to charity.The difference between a Roth conversion and contribution and how to do them correctly.The advantages of a Roth account in giving tax savings and flexibility.How taxes are paid on Roth conversions, depending on age and situation.Why the inflation reduction act doesn't directly impact your taxes. Tweetable Quotes:“Tax planning should be a conversation we have thirteen months of the year.”- Steven Jarvis“Taxes should go into our considerations; they should not be the primary reason we do something.”- Steven JarvisGet in Touch with Steven:Website: https://retirementtaxservices.com/LinkedIn: https://www.linkedin.com/in/steven-jarvis-cpa-ba91aa23/Resources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

LifeBlood: We talked about tax planning versus tax preparation, the important differences between the two, why taxes are your biggest liability in retirement, and what to do about it, with Steven Jarvis, CoFounder, CEO, and Head TPA with Retirement Tax Services.  Listen to learn the right questions to ask your financial advisor! You can learn more about Steven at RetirementTaxServices.com and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee https://www.buymeacoffee.com/lifeblood

As financial advisors, we are generally not qualified to give tax or legal advice when helping our clients. However, these are both important steps in the financial planning process. So, what advice can we give without crossing any lines—while still providing the most value to our clients? Steven Jarvis, CPA, and Leila Shaver, attorney, join Micah on this episode to discuss what is okay (and what is not okay) to converse about with your clients. You can find show notes and more information by clicking here: https://bit.ly/3oAKEDX 

Are you committed to having a tax-planning conversation outside the tax season? The only way to win in the tax game is to have a proactive approach when it comes to tax planning. It's important to be committed to having some kind of tax-planning conversation on any topic, especially with a professional outside of the traditional tax period. In this episode of the Secure Your Retirement podcast, we have Steven Jarvis, a CPA, owner of Retirement Tax Services, the host of Retirement Tax Podcast, and is knowledgeable in tax planning. We discuss the benefits of tax planning and a few ways how you can get intentional to avoid paying more tax than needed. In this episode, find out: The importance of tax planning to avoid the pain of the tax-paying experience. How (QCDs) can lower your taxable income even when taking standard deductions. How doing a QCD can help you pay lower premiums for Medicare. The benefits of the donor-advised fund, allowing lumping of multiple years of charitable contributions into a single year. Why you should consider getting your money into a tax-free bucket according to your tax bracket. The reasons why you should or shouldn't consider doing a Roth conversion. Tweetable Quotes: “Everyone should consider a Roth; it does not mean anyone should do one.”- Radon Stancil “If you have any concerns that tax rates might go up, getting dollars into a tax-free bucket is going to set you up for success.”- Steven Jarvis “The only way we get ahead with tax planning is if we have an intentional approach.”- Steven Jarvis Get in Touch with Steven: Website:https://retirementtaxservices.com/ ( https://retirementtaxservices.com/) LinkedIn:https://www.linkedin.com/in/steven-jarvis-cpa-ba91aa23/ ( https://www.linkedin.com/in/steven-jarvis-cpa-ba91aa23/) Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit https://pomwealth.net/3-keys-to-secure-your-retirementlp/ (POMWealth.net/podcast.)

Steven Jarvis joins this episode to share a real-life experience with tax planning. https://bit.ly/37OwgTu 

The most important action items from this week's episode. https://bit.ly/3uFHjpS