Podcast appearances and mentions of steven jarvis

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/

Join expert finance marketer Olivia Luper in an engaging conversation with Steven Jarvis, CEO of Retirement Tax Services, as they dive into the world of tax planning. Discover how financial advisors can legally minimize tax liabilities for their clients, and learn valuable tips to incorporate tax strategies into your own marketing plans. Olivia and Steven also share insights, experiences, and best practices to help you effectively communicate tax savings to your clients. Don't miss out on this must-watch discussion on optimizing tax efficiency in retirement! #taxplanning #financialadvisormarketing Connect with Steven here: Website: https://retirementtaxservices.com/ LinkedIn: https://www.linkedin.com/in/stevenajarvis/ If you'd like to learn more about Lexicon's FinGrowth marketing plans, hop on our newsletter list: https://lexicon-advisor-marketing.ck.page/3b08474277

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

Steven Jarvis, CEO and Head CPA at Retirement Tax Services, author, and podcast host, joins Matt on today's episode of Bridging The Gap. Steven's firm is helping financial advisors transform the way they deliver tax planning, how tax planning is integrates with wealth management, and how advisors can incorporate more tax planning into their client services.Steven dives into how advisors can find the time to incorporate tax planning into their firms and better utilize our time around helping our clients with tax planning. He shares common myths about tax planning from his book, how every money decision has a tax impact, and how simply referring clients to a CPA may not be enough.Steven shares his experience in the industry, why he started Retirement Tax Services, key factors that make tax planning great, and how we can deliver value to our clients. Advisors are the quarterback of the relationship between client and CPA, and Steven walks us through how do bridge these two components of financial advisory to ensure our clients' needs are met.Steven Jarvis Bio:Co-founded by Steven Jarvis, CPA, Retirement Tax Services (RTS) specializes in the unique needs of taxpayers who are in, approaching, or planning for retirement. What makes RTS unique is that it works in partnership with your existing Financial Advisor to make your life easier and ensure that you are not leaving the IRS a tip (aka overpaying). While most tax preparers see filing a tax return as the finish line, that is just step 1 in our process.Steven Jarvis, MBA, CPA, is also RTS's CEO & Lead Tax Wiz. Steven has a Bachelor of Science in Accounting and a Masters of Business Administration. He is a Certified Public Accountant (licensed in Washington State, no. 30681) with over ten years of accounting experience with some of the Nation's largest firms, including BDO USA, LLP, and CliftonLarsonAllen LLP. Steven is also a former adjunct professor of accounting in the MBA program at Whitworth University. And when he is not focused on taxes, he is a Dad, Husband, and Triathlete.Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:www.mattreiner.comYouTubeTwitterLinkedIn

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

Each week I  recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis---------------LINKS FROM THIS EPISODE:Grab Steven's Book Don't Get Killed On Taxes Here!Grab the 37-Point Tax Checklist Here!(Email  your receipt to efficientadvisor@gmail.com to get your BONUS)Sign up for the RTS Webinar Here: Use Promo Code “LIBBY” to save 50%Curious about the Retirement Tax Services Conference in Las Vegas? Click HERE for more info!Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value Check out Steven's tax content here!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

He's baaack! I've talked about this before on the podcast… but integrating tax planning into our business changed everything. I think when we started collecting tax returns, plugging them into our software, doing analysis, looking for areas of opportunity… we really separated ourselves from other advisors. When we got really good at this– that's when we started to stand out from our competitors. I felt so good about the planning that we did and how much value we added to clients. Demystifying taxes, savings clients, money, and being thoughtful about their future tax situation was adding so much value to our planning services. There's a catch though, I didn't always know what to do with a tax return when I got them, especially if it was a simple W-2 return, and it took FOREVER to build up my tax acumen and create a process around tax return analysis to really integrate it into the DNA of my business. Steve Jarvis of Retirement Tax Services (yep, you remember him from Episode #40) is back and today we're going to talk about how you can help your clients NOT get killed on taxes. And… do you know about the Augusta Rule for tax free income!? You will now! Ready to increase your acumen so that you can deliver even more value to your clients? ---------------LINKS FROM THIS EPISODE:Grab Steven's Book Don't Get Killed On Taxes Here!Grab the 37-Point Tax Checklist Here!(Email  your receipt to efficientadvisor@gmail.com to get your BONUS)Sign up for the RTS Webinar Here: Use Promo Code “LIBBY” to save 50%Curious about the Retirement Tax Services Conference in Las Vegas? Click HERE for more info!Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value Check out Steven's tax content here!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

"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/ 

Steven's Bio:Steven 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! With over 10 years of experience from top accounting firms and by partnering with some of the most successful financial advisors in the industry, Steven is uniquely positioned to help financial advisors deliver massive value to their clients AND stay between the lines on compliance. With his valuable skill of distilling endless pages of IRS tax code and case law into easy to explain--easier to implement--actionable items that financial advisors can use with their clients today!Linkedin: https://www.linkedin.com/in/steven-jarvis-ba91aa23/Music in this episode obtained from Bensound.

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.

It is common for people to focus on planning their financial future. They plan for retirement and save for major purchases. Unfortunately, taxes play a significant role in their savings and investment. Despite this, there is a disconnect between tax professionals and financial advisors. What can financial services firms do to bridge the gap between tax professionals and financial advisors to best serve their mutual clients? In this episode, Steve talks with Steven Jarvis, CEO and Head CPA of Retirement Tax Services. In his role, Steven works with financial advisors to deliver massive value on tax planning through a year-round tax service model that keeps the advisor in control but leverages the team's expertise. His goal is to help bridge the gap between tax professionals, financial advisors, and their mutual clients to reduce most people's largest retirement expense - taxes. Steven talks with Steve about how he built a company devoted to helping advisors who are committed to tax planning and preparation, what makes a successful partnership between a CPA and an advisor, and the importance of using technology and software to maximize efficiency, but how it cannot replace the experience and wisdom of an advisor.   Key Takeaways [01:59] - Steven's journey to building a successful tax services firm. [04:03] - Why tax services did not exist before. [05:36] - How Steven and his team have continued to grow over the years. [08:27] - How advisors and tax professionals can build a great working relationship. [10:47] - Stevens' approach to partnering with advisors. [12:20] - How Steven and his advisors work with clients during tax preparation. [16:51] - The qualities Steven looks for in an advisor. [20:37] - Why most advisors do not provide tax planning services. [23:17] - The benefits of software programs for tax planning. [26:17] - What Steven looks for in advisors and how he works with them. [28:29] - Costs associated with tax preparation. [31:28] - A book Steven recommends reading.   Quotes [04:28] - "The industry has been built on compliance and filing returns every year. It's a high-volume, low-margin game, especially for solo CPAs or small CPA teams. They don't own businesses. They own jobs. They can only grow if they put in more hours and if they turn out more returns." ~ Steven Jarvis [13:38] - "Most people want to know they're taken care of, but they don't feel like they need to sit down with a CPA. Taxpayers are a passenger on the bus. They're not the driver."~ Steven Jarvis [21:02] - "Advisors see the value of tax planning but aren't sure how to do so. They feel limitations either because they're not a CPA or their client already has a CPA, and they're not sure where those boundaries are of not stepping on other people's toes or crossing kind of professional lines." ~ Steven Jarvis   Links  Steven Jarvis on LinkedIn Steven Jarvis on Twitter Retirement Tax Services Retirement Tax Services Podcast Extreme Ownership: How U.S. Navy SEALs Lead and Win   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners on Twitter   Disclosure For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third-party data which may become outdated or otherwise superseded without notice. Third-party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based on current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

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

Each week I am going to recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!  Here are the Action Items to Tuesday's podcast:  A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans------------------------------------------------------LINKS FROM THIS EPISODE:Get the download here!Get Mary's book, Make or Break Conversations, here! Connect with Mary on LinkedIn! Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live this weekend? Check out this link!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Trust is the direct result of how you lead conversations.  Think about a time you have encountered a professional who “rubbed you the wrong way” and made you feel like you could not trust them. The key to successful and profitable relationships is to create the conversational space so that the person you are speaking with can open up and speak about what is important to them. That's how you can guide them to the solution that they are looking for. My guest, Mary Schmid is an author, speaker, and mentor to financial CEOs and professionals. She shares the science-based approach on what goes on in the brain in conversations and how to lead conversations that connect, engage and build trust. In today's episode you're going to learn:Why 9 out of 10 conversions miss the mark when it comes to building trustThe 3 Levels of Conversation and how to get to Level 3 fasterHow To Establish a PROCESS to communicate more effectively and build trustThe 5-step process Mary teaches advisors to move from “Sage” to “Sherpa”Simple tricks and tips to elevate your skill EVEN if you're already a really good communicatorConversations built on this foundation develop lasting relationships with deeply loyal clients and staff.---------------------------------------------------------LINKS FROM THIS EPISODE:Get the download here!Get Mary's book, Make or Break Conversations, here! Connect with Mary on LinkedIn! Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live this weekend? Check out this link!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Each week I am going to recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!  Here are the Action Items to Tuesday's podcast:  Tactical Tips for Making Conferences & Regional Meetings Effective and Impactful-------------------------------------------------Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

As many Barber Financial Group clients have come to realize, it's critical to have a CFP® Professional and CPA working together on your financial plan. That collaboration is key so that nothing gets overlooked within your plan from a tax planning perspective. Our tax team has long been committed to forward-looking tax planning, not only during tax season, but year-round. They're looking forward to building upon that commitment and analyzing the impact of taxes in retirement now that we've formed a strategic partnership with Retirement Tax Services. In this episode of The Guided Retirement Show, Retirement Tax Services Founder and Owner Steven Jarvis shares what his company is all about, and how he's in full agreement with our form about the importance of CFP® Professionals and CPAs collaborating to do what's in the best interest of the clients.   In this podcast interview, you'll learn: Why it's crucial to create tax diversification. That the tax code can be a little less complicated with professional help. Why the SECURE Act is secure in name only. How to avoid “tipping the IRS.” Why Barber Financial Group and Retirement Tax Services are so passionate about tax planning.     START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/73   Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

It's conference season! When done thoughtfully, a great conference can expose you to new innovations, great marketing ideas, killer connections, and amazing leadership growth opportunities. But, if you're like me… a great conference can ALSO lead to overwhelm, imposter syndrome, and feeling like you don't know where to start first. I don't know about you, but I really really really enjoy attending industry conferences. Networking with peers, leveraging educational opportunities, and being the recipient of extreme motivation are three of the main reasons that I love to attend a great event — even if it's just a single-day regional meeting. If the agenda is gold… I'm there!In the last two decades, I've figured out a few ways to get the most out of an industry affair and to keep it effective versus overwhelming. In this episode you'll receive insightful tips on how to:Prep for a conference so that you can roll in prepared to receive and absorb the most pertinent information (like how to create your own LinkedIn QR Code lock screen!)Show up during an event in a way that allows to get the most of your time and experienceDebrief yourself and your team in a way that won't cause overwhelmSet metrics to measure the success of the event and your implemented ideas 6 months down the roadAnd - I've got a video for you over on LinkedIn and in the Efficient Advisor Community to show you how to create your networking QR code in less than 30 seconds!_________________________________________________________Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Each week I am going to recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!    Here are the Action Items to Tuesday's podcast:  Systematizing Your Planning Process & "How Story"Get your free “How-Story Script” from Libby as a free download for this episode! -----------------------------------------------------------LINKS FROM THIS EPISODE:  Get the download here!Episodes Mentioned: #002: 5 strategies to work less (aka how I got down to 25 hrs a week!)#012: Designing Your Perfect Schedule to Get it All Done in Less Time#017: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEO#030: How to Add “Lighter Fluid” to All Your Conversations, Presentations, and Marketing w/ Guest Deirdre Van Nest#052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce IndecisionWant to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Creating systems and processes to back your financial planning process is how you reduce overwhelm, scale your business… and straight up work less. In this episode of Get Advisor Fit Libby makes a guest appearance to discuss how she was able to triple her hourly revenue, triple her referral rate, and cut her hours back to 24 hours per week with three simple changes.Libby walks us through her journey from being a financial advisor practice owner to a financial advisor coach by offering a consistent client experience backed by systems and processes. She also breaks down why it's so important to create a standard service offering and a consistent process for delivering your products....AND how it all ties into marketing.Get your free “How-Story Script” from Libby as a free download for this episode! -----------------------------------------------------------LINKS FROM THIS EPISODE:  Get the download here! Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Each week I am going to recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!    Here are the Action Items to Tuesday's podcast:  5 Ideas to Create Concierge-Level Service and Drive Client Loyalty -------------------------------------------------LINKS FROM THIS EPISODE:  Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Why should Financial advisors aspire to deliver concierge-level service?Long story short it drives next-level customer loyalty which in turn drives referrals.  In a world where there is an advisor on every corner… this level of service is no longer a luxury. It's a must. Your objective must be to deliver a high quality client experience wrapped in professionalism.Ritz Carlton concierges (known throughout the world as the gold standard) are known for being proactive, observant, and anticipating a guest's every need before they even know they needed it. Their goal is to make your stay memorable and enhance the experience in every way possible. The good news? You don't need a huge budget or a dedicated client concierge to deliver this exceptional level of experience to your clients. In today's episode I'm going to share 5 Ways to Create Concierge-Level Service in your advisory business. I know you're going to walk away from this episode with a brain full of ways to enhance your client experience so that your clients will be referring you left and right. ___________________________________LINKS FROM THIS EPISODE:Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Each week I am going to recap the implementable ideas from this week's full-length podcast.  Consider me the accountability partner you didn't ask for, but always needed!  Here are the Action Items to Tuesday's podcast:  Specific Ideas to Add Value Your Clients Each and Every Meeting -----------------------------------------------------------LINKS FROM THIS EPISODE:Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Do you need some fresh ideas on how to add value in each and every client meeting? This is the million-dollar idea… and it seems so easy yet is also so hard. I'm going to help you get out of your own way and out of your own head and into an easy way to blow your clients mind and trigger a gazillion referrals. And if it doesn't, I'll offer you a FULL REFUND of every penny you have spent listening to this podcast. Shocker - I've got a SYSTEM for you to add value in each and every client meeting. We'll do that by:Creating a meeting cadence with varied topics so meetings don't all feel the sameAdd in education and behind-the-scenes info that will have your clients thinking you're a gift from financial planning heavenMake you the advisor with “all the ideas” Building a meeting and value schedule that you can wrap around your busier and slower times in your businessSolidify to your clients that you are the doer of all things - the advisor who thinks of everything and has all the bases covered. If you're ready to level up your value to your clients and become their indispensable advisor, this is your episode. Let's go!-----------------------------------------------------------LINKS FROM THIS EPISODE:Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Each week I am going to recap the implementable ideas from this week's full-length podcast.  Consider me your accountability fairy!  Here are the Action Items to Tuesday's podcast:  Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum--------------------------------------------------  LINKS FROM THIS EPISODE:Get the template here!Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Podcast: The Efficient Advisor: Tactical Business Advice for Financial Planners (LS 31 · TOP 5% what is this?)Episode: 056: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable MomentumPub date: 2022-08-30Have you ever "cleared a whole day" or a big block of time on your calendar to get a big project done..... buuuuut when the day comes you have 5 zillion other immediate tasks to do and you just don't make that big project happen? How do you actually create time to work ON your business? You don't have to. In this week's episode I'm going to show you how to make massive progress on your biggest goals... in just 10 minutes a day. Sounds like clickbait. PROMISE IT'S NOT. This is the system I came up with that worked for me when I had small kids, running around like a crazy person and living a FULL LIFE. Just like you. AND THERE'S A DOWNLOAD TO GO ALONG WITH IT! You know how I feel about avoiding having you re-create the wheel. So download away and join me for 30 minutes that just might change the way you build momentum!--------------------------------------------------  LINKS FROM THIS EPISODE:Get the download here!Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!The podcast and artwork embedded on this page are from Libby Greiwe, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Efficient Advisor: Tactical Business Advice for Financial Planners (LS 41 · TOP 1.5% what is this?)Episode: 056: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable MomentumPub date: 2022-08-30Have you ever "cleared a whole day" or a big block of time on your calendar to get a big project done..... buuuuut when the day comes you have 5 zillion other immediate tasks to do and you just don't make that big project happen? How do you actually create time to work ON your business? You don't have to. In this week's episode I'm going to show you how to make massive progress on your biggest goals... in just 10 minutes a day. Sounds like clickbait. PROMISE IT'S NOT. This is the system I came up with that worked for me when I had small kids, running around like a crazy person and living a FULL LIFE. Just like you. AND THERE'S A DOWNLOAD TO GO ALONG WITH IT! You know how I feel about avoiding having you re-create the wheel. So download away and join me for 30 minutes that just might change the way you build momentum!--------------------------------------------------  LINKS FROM THIS EPISODE:Get the download here!Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!Make More with Matt HeslinExplore strategies to thrive financially, build legacy, and enhance life experiences.Listen on: Apple Podcasts SpotifyDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Get on the Systems to Scale Group Coaching Waitlist HereSuccessful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!The podcast and artwork embedded on this page are from Libby Greiwe, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Have you ever "cleared a whole day" or a big block of time on your calendar to get a big project done..... buuuuut when the day comes you have 5 zillion other immediate tasks to do and you just don't make that big project happen? How do you actually create time to work ON your business? You don't have to. In this week's episode I'm going to show you how to make massive progress on your biggest goals... in just 10 minutes a day. Sounds like clickbait. PROMISE IT'S NOT. This is the system I came up with that worked for me when I had small kids, running around like a crazy person and living a FULL LIFE. Just like you. AND THERE'S A DOWNLOAD TO GO ALONG WITH IT! You know how I feel about avoiding having you re-create the wheel. So download away and join me for 30 minutes that just might change the way you build momentum!--------------------------------------------------  LINKS FROM THIS EPISODE:Get the download here!Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Each week I am going to recap the implementable ideas from this week's full-length podcast.  Consider me your accountability fairy!  Here are the Action Items to Tuesday's podcast:  The Anatomy of an Effective Review Meeting Agenda that Drives Results--------------------------------------------------  LINKS FROM THIS EPISODE:Get the template here! Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

For a while my parent company was doing this survey process with clients and there was ONE thing that was consistently mentioned in our client reviews as a fan favorite. And this survey process would actually ask them a series of questions and they would free form answer… I tell you this because it's not like they picked this one thing from a list of items. It was something they came up with off the top of their head when asked about the professionalism of our practice. It kept coming up and I was scratching my head because I thought it was just such an ODD thing to see constantly mentioned as an amazing part of our process. Sometimes it's the simples things… I'm guessing you want to know what that one thing was…. OUR AGENDA! Now before you hit skip on this podcast because you already use an agenda hear me out. Your agenda can do SO MUCH MORE than just guide your meeting. In fact, when you apply some psychology to it, make it part of your systems of efficiency, design it to add value to your meetings and use it as a way to increase your personal relationship with your clients… it clearly becomes one of your clients, your teams', and your favorite things. Today's podcast is all about the anatomy of an effective, efficient, and enjoyable agenda. I'm going to share with you the exact layout and format of the agendas we used in my business to do all the things I mentioned before AND help me run a tight meeting that was jam packed with value, eliminated redundancy, and helped our office run like a well-oiled machine. And, per the request of the Efficient Advisor Community, I've got a download of our agenda to go along with this episode. Listen at the end to find out how you can get the template.  --------------------------------------------LINKS FROM THIS EPISODE:Get the editable agenda template here! Connect with Libby on LinkedIn HereWant to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more! 

Each week I am going to recap the implementable ideas from this week's full-length podcast.  Consider me your accountability fairy!  Here are the Action Items to Tuesday's podcast:  Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision --------------------------------------------------  LINKS FROM THIS EPISODE:Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more! 

As an advisor, you help your clients work towards many financial goals. One should be ensuring they aren't overpaying the IRS.  On this episode of Elementality, Abby welcomes Steven Jarvis, founder of Retirement Tax Services. Find out what services can help grow your tax expertise and how to work more closely with CPAs to benefit your clients.

When you are pitching your process to prospects you have one job: To help your clients make a decision to move forward with you.Analysis paralysis, decision fatigue, and mental overload. Our potential clients are exhausted by the speed at which the world moves today. All the decisions they are making at work, as parents, as children of aging parents, at home.... SO.MANY.DECISIONS. In this episode we dive into how simplifying and clarifying your offers can help your clients move forward with confidence and ease. Our goal is to reduced confusion and streamline your offerings so that clients don't have to "think about it" too hard. We'll uncover the small things you might be doing in your pitching process that is making it harder for you to guide your clients out of indecision and into planning with you.--------------------------------------------------  LINKS FROM THIS EPISODE:Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more! 

When it comes to building your retirement plan, a lot of people think your rate of return is the No. 1 thing to keep in mind. While it is important, your investments aren't the main factor when it comes to your plan. Dean Barber and Bud Kasper will review five factors that are more important than your rate of return on this episode of America's Wealth Management Show. Start Planning, Sign Up for our Educational Series, and more, here: https://barberfinancialgroup.com/special-guest-steven-jarvis-cpa/?utm_source=soundcloud&utm_medium=awms&utm_campaign=special-guest-steven-jarvis-cpa

Each week I am going to recap the implementable ideas from this week's full length podcast.  Consider me your accountability fairy! Here are the Action Items to Tuesday's podcast: Mailbag Episode!  --------------------------------------------------LINKS FROM THIS EPISODE:iTunes Links to Episodes Mentioned:Invest in a Kolbe A Index and Kolbe Right Fit Here! #012: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!​​#046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton - Here!#015: 7 Strategies to Reduce Team Interruptions with Productivity Expert Amber de La Garza - Here!3-Part Video Series on Hiring with Erin Carlson - Here!Connect with Libby on LinkedIn HereWant to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more! 

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 

It is time to open up the mailbag and answer your listener questions! Because what matters most is what matters to you. In today's episode Libby answers 3 questions advisors posed in the Efficient Advisor Community and on LinkedIn:Help! I'm hiring my first part-time team member. What do I need to do and consider to make the right choice!?What makes a good referral gift? Can I create a system for this? Do you have ideas for repeat referrers? When a client calls and my team can't answer the question, what's the best process for capturing these details, getting answers, and doing call backs without sending me a zillion emails? Do you have a system to help us streamline this type of customer service?Do you want to submit your question to Libby? You can:Create a thread in the Efficient Advisor Community on Facebook (bonus: other advisors from around the world contribute answers, ideas, and resources)Each month Libby will do a Q&A thread in the Efficient Advisor Community and you can comment on that threadYou can send Libby a message on LinkedIn, her favorite platform!--------------------------------------------------LINKS FROM THIS EPISODE: iTunes Links to Episodes Mentioned: Invest in a Kolbe A Index and Kolbe Right Fit Here! #012: Designing Your Perfect Schedule to Get it All Done in Less Time - Here!​​#046: Two Assessments You Need to Dramatically Increase Personal & Team Productivity w/ Glenn Shelton - Here!#015: 7 Strategies to Reduce Team Interruptions with Productivity Expert Amber de La Garza - Here!3-Part Video Series on Hiring with Erin Carlson - Here! Connect with Libby on LinkedIn HereWant to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more! 

Each week I am going to recap the implementable ideas from this week's full length podcast.  Consider me your accountability fairy!  Here are the Action Items to Tuesday's podcast: Clever Productivity Solutions to Short, Medium and Long-Term Tasks --------------------------------------------------  LINKS FROM THIS EPISODE:Connect with Avi on LinkedIn HereDownload Avi's PDF HereWant to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more! 

Running a financial planning practice is a lot like being the ringmaster of a 47-circle circus. We manage a lot of chaos… and when done well, we put on a heck of a show! But, often when you step out of the light, you feel a little… exhausted. Every ringmaster loves a good life hack. You know, the kind that helps you get something done faster, the kind that helps you stay organized or the kind that frees up your time to work on the stuff that really matters. In today's episode we're really going to focus on the 3 different areas we need to be employing these productivity strategies to manage our circus:SHORT TERM: The time-sensitive stuff that needs to get done right now – the tasksMEDIUM TERM: The projects we have going on – little longer in timeframe, and a little longer in scopeLONG TERM: The big picture things – the CEO stuff. Business building and scaling.Come one, come all! Join Productivity Coach Avi Friedman and I to explore different ways that you can get and keep your “ish” together while moving forward on your big goals. ----------------------LINKS FROM THIS EPISODE: Connect with Avi on LinkedIn Here Download Avi's PDF HereWant to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live? Check out this link!Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

Each week I am going to recap the implementable ideas from this week's full length podcast.  Consider me your accountability fairy!Here are the Action Items to Tuesday's podcast: Tax Returns--What to ACTUALLY Do With Them to Add Value w/ Steven Jarvis. ____________________________________Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.   Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

As Advisors, we all know that taxes play an integral role in our client's financial picture. AND, we know that that clients EXPECT their financial advisor to be able to help with taxes.Why? Because:1) Most clients really don't understand their return AT ALL, 2) They have never received real advice related to taxes, and3) Everything we do as Advisors impacts them tax-wise either now or in the future. I know for me, this was a HUGE area of planning that really differentiated us from every other planning firm in town. But, I know when I started my business I had NO CLUE how to add REAL value to clients – especially W2 clients. I would get their return and then not really know what to do with it from there. Even as my tax knowledge evolved, I was always worried that I didn't know what I didn't know. And then there were pesky compliance concerns!Today we are going to help you fast track that knowledge and show you how to add value to clients RIGHT AWAY. This matters because your clients EXPECT you to help them with their taxes. And today, we're going to show you EXACTLY how to do that. In today's episode we're going to dive into:Why it's irresponsible to not do tax planning as an advisor – EVEN if your B/D is weird about itHow tax planning separates you from the vast majority of AdvisorsWhat to actually do with their return… especially if they are just W-2Steven's going to show us how to deliver value on every return using a 37-step checklistAnd my personal favorite…. The Dishwasher Rule.--------------------------------------------Links from Today's Episode:Connect with Steven on LinkedIn here! Listen to the Retirement Tax Services podcast here! Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com Looking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!

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 

Alanah concludes her conversation with Steven Jarvis, CPA and co-founder of Retirement Tax Services, with an in-depth talk on the dos and don'ts of tax planning as one of the most in-demand services financial advisors can provide, as well as how to navigate restrictions placed on you by compliance. You can also listen to Steven's own podcast here. SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors! Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

In today's episode, Matthew is joined by a special guest CPA to talk about tax planning mistake #5 and how you might be making your CPA's life a living hell. Steven Jarvis is not only Matthew's brother, but also an excellent tax preparer and the founder of Retirement Tax Services. Together, they discuss the issues that hide behind not getting responses from your CPA and how you can set up a better, more mutually-beneficial relationship with them. You can find show notes and more information by clicking here: https://bit.ly/36BhKxw

Financial advisors may find tax planning with CPAs difficult and time-consuming, but they each must play an essential part in the process. Alanah continues her interview with Steven Jarvis, CPA and co-founder of Retirement Tax Services. You can also listen to Steven's own podcast here. SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors! Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Alanah sits down with Steven Jarvis, CPA and co-founder of Retirement Tax Services, to discuss what a CPA actually does and how financial advisors can work best with them to the benefit of their clients. You can also listen to Steven's own podcast here. SIGN UP HERE now for Steven's masterclass on tax planning for financial advisors! Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

In this episode, Micah is joined by a special guest who will shed light on some myths and misconceptions that you may be dealing with while doing your taxes this year. Steven Jarvis is a CPA and the cohost of the Retirement Tax Podcast, and he's just who we need on the show this time of year to share his insight and help you more easily navigate tax season. You can find all show notes for this episode at: https://plan-your-federal-retirement.com/47

Today I'm talking about Roth conversions. But instead of talking about why they're so great... ...I'm sharing 5 reasons why you might NOT do them. To help, Steven Jarvis, CPA, joins me. Together, we share a handful of often-overlooked reasons that might make you pause. If you're ready to learn why you might pass on Roth conversions (today or in the future!), today's episode is for you.

Tax season is here. This yearly duty is something that a good portion of citizens put off until the last minute, with some even requesting an extension to file later. However, today I have 8 reasons for you to consider filing your taxes early. Listen in to discover why you might want to bite the bullet and file your tax return early this year. Outline of This Episode [1:12] 8 reasons to file your 2021 tax return early [4:18] Why you should try to get as small a refund as possible in retirement [8:09] Should Marion invest 25% of her portfolio in a fixed annuity over 10 years? This is a great list to encourage people to get started on their taxes. I've had my thoughts on tax planning for a while now that I'm cohosting the Retirement Tax Podcast with Steven Jarvis. Check it out if you are interested in tax planning strategies in retirement.  Resources & People Mentioned The Retirement Tax podcast with Steven Jarvis and Benjamin Brandt Retirement Tax Services from Steven Jarvis 8 reasons to file your 2021 tax return early by Kay Bell Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.   Today we have Steven Jarvis, co-founder and CEO at Retirement Tax services where he 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! Steven has over 10 years of experience from top accounting firms and is also the host of the Retirement Tax Services podcast where he utilizes valuable skills of distilling endless pages of IRS tax code and case law into easy to explain actionable items that financial advisors can use with their clients.   In our discussion we talked about:    

In this episode, we sit down with Steven Jarvis, Co-Founder, CEO and Head CPA at Retirement Tax Services – a tax planning platform that enables financial advisors to better communicate, engage, and educate their clients around taxes. Steven and I get into the experience of building his business so far – how he went narrow on both audience and topic, what he's learned about the model as he's scaled, and how advisors can integrate more tax planning content and services into their business. Check them out: https://retirementtaxservices.com/ Check us out: https://www.thesevengroup.com/ 

You may have noticed how the spirit of giving changed your mood this holiday season. That is because giving can actually increase your happiness. This week's retirement headline from BigThink.com is titled How Generosity Changes Your Brain, and it discusses recent research on how giving to others promotes happiness. On this episode of Retirement Starts Today, you'll learn how acting on your generosity creates numerous psychological and physiological benefits in your body. If one of your goals for 2022 is to be more generous or even if you simply want to reflect on the acts of gift-giving that you experienced over the holiday season, don't miss the retirement headline segment. Then make sure to stick around until the end of the episode to hear my favorite retirement resources. Outline of This Episode [2:42] How generosity changes your brain [8:02] How you can incorporate giving into your retirement plan [9:47] Dave is looking for quality retirement resources Giving can increase happiness Can spending your money maximize your happiness? We've all been told that money can't buy happiness. However, new research suggests that the opposite is actually true: spending money can bring joy.  Rather than buying things to increase happiness, researchers have found that sharing wealth with others is what creates long-lasting contentment. New research has been able to scientifically measure the ways that giving can improve joy. Giving actually releases neurochemicals like oxytocin and endorphins in your brain that are known to increase happiness. Have you noticed this phenomenon whenever you give to others? Volunteering is sharing the gift of your time In addition to giving money and gifts to others, giving the gift of time increases happiness as well. During the working years, donating time can be a challenge with all the other commitments that people have. This issue disappears in retirement. Volunteering can even improve health. Science shows that generosity can increase longevity. Researchers found that retirees who volunteer were less likely to die over the course of a 5-year study. The results of the study showed that volunteering boosted people's overall well-being. Regular volunteering is even more beneficial to health than giving financially. Do you have plans to make volunteering a regular part of your retirement? How to maximize your happiness through regular giving Making a habit of generosity is a great way to improve your happiness and health in retirement. Whether you choose to give financially or donate your time, the results will benefit you. Now that you know that giving can increase your joy, you can find ways to maximize that happiness. One way to ensure that you are optimizing your giving is by giving consciously rather than setting up an automated gift to charity each month.  If you do automate your giving, looking at your bank statements each month to see how much you spend on yourself and comparing that with your spending on others can also increase your contentment.  Have you thought of giving your time or money in retirement? Volunteering or donating money in retirement can also give you a renewed purpose. Think about ways that you could increase giving in ways that align with your values. Listen in to hear my favorite volunteer opportunity. Resources & People Mentioned Boomer Benefits How Generosity Changes Your Brain from BigThink BOOK - Control Your Retirement Destiny by Dana Anspach PODCAST - Control Your Retirement Destiny Devin Carroll's YouTube Channel Taxes in Retirement Facebook Group with Andy Panko The Boomer Benefits Facebook community PODCAST - Retirement Answer Man with Roger Whitney PODCAST - The Retirement Tax Podcast with Steven Jarvis and Me Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

Did you know that you might end up spending more on taxes after retirement due to a lack of proper tax preparing and planning strategy? It is important that you proactively do tax preparation outside of the tax deadline and plan your taxes as part of your retirement planning. In this episode of the Secure Your Retirement podcast, we have Steven Jarvis, a CPA, owner of Retirement Tax Services, host of the Retirement Tax Podcast, and is very knowledgeable in tax planning. We cover the topics of Roth conversions and tax rates going up in 2022 and how you can navigate that with the help of a financial advisor. In this episode, find out: ●     The disadvantages of using tax software when it comes to complex tax planning. ●     What a lot of people think about taxes and how tax preparation and planning can help you get tax benefits. ●     Things to look into outside of the tax deadline to proactively and impactfully plan tax. ●     Steven explains how he approaches the topic of Roth conversions and tax rates going up. ●     The value of proactively finding ways to take away the IRS's ability to change the rate on your tax-deferred money. ●     Understanding the proposed tax changes that might happen come 2022. ●     Steven on how he partners with financial advisors to help taxpayers do tax preparing and planning. Tweetable Quotes: ●     “If tax rates don't change, it doesn't matter if you do tax-deferred or Roth, the math works the same.”- Steven Jarvis ●     “The tax code is written in pencil; congress can change it any time they want.”- 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.)

Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Services. You can find show notes and more information by clicking here: https://bit.ly/3AzpWaU 

Welcome to The Retirement Tax Podcast, where hosts Steven Jarvis, CPA, and Benjamin Brandt, CFP, work together to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes. Each week, they will dive into conversations around taxes, focusing on what you can truly control (instead of what you cannot) and how to set yourself up financially for your future. In this inaugural episode, Steven and Benjamin will be explaining how you can generate tax-free income by owning a house, as well as how to make use of your home even whilst you are not living in it. You will learn the importance of keeping good records and always remaining compliant with the IRS. Remember: you can have an impact on your retirement tax—this is not something you are stuck with! You can find all show notes for this episode at: https://bit.ly/3AhyB2o 

Steven Jarvis, CPA, is the co-founder, CEO, and head CPA at Retirement Tax Services. He also hosts their podcast, where he aims to bridge the gap between tax professionals and financial planners to better serve mutual clients. He sat down with Matt Fizzell, CFP®, to talk about how collaboration can provide enhanced value to both professions. They also discuss why collaboration has been a struggle in the past and how you can build a mutually beneficial partnership with your client's tax planner.

It's fun to tell prospects about investments. Their eyes light up when you tell them how much their portfolio would grow if they bought the right assets. In contrast, tax planning is boring. But it's an exciting marketing opportunity for financial advisors: If you're touting your favorite stocks, bonds and funds, you're like any other advisor. But if you can help your clients deal with the IRS, you'll save them have happy clients that stay with you.  In this episode, Steven Jarvis of the Retirement Tax Services Podcast stops by. He'll show you how to grow your business and attract more clients with tax planning that saves your clients money. Want to get more clients by offering better tax planning? Listen now! Show highlights include:  Why most financial advisors sell tax planning the wrong way (and how to communicate so that clients pay you for it)  (5:10)  How to sell tax planning to clients who already have a tax planner (6:30) The counter-intuitive way to get new tax planning clients without getting political (11:31) How an AirBnB Screenshot can give your clients tens of thousands in tax-free income. (16:11) The ‘teamwork' approach that attracts tax planning clients who already have a CPA prepare their taxes. (21:37) Why paying $250 to talk to a CPA is a better investment than most courses, seminars and coachings. (24:11) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html

Most financial advisors do not offer tax planning and strategy services to their clients. Why? Well, according to Steven Jarvis, CEO of Retirement Tax Services the answer is simple. Most advisors aren't CPAs and they lack the skills "in-house" to deliver tax planning services. But now it's possible for advisors to use a firm like Retirement Tax Services to offer more value to their clients.

Today's episode will focus on advanced tax-planning issues. There are a couple of issues that my guest, Steven Jarvis, says will come as a surprise to advisors. The first is qualified disaster retirement plan distributions reported on form 8915-E. This was an election that had to be made for 2020 but Steven keeps running into advisors who are caught off guard that their clients' tax preparers made this election and even more advisors that aren't even checking to see if this applies to their clients. The second is the Augusta Rule. This isn't new but is not widely known. It potentially allows for two weeks of tax-free rental income including business owners being able to rent their personal residence to their business and deduct the expense on the business side without having to include the income on their personal return as taxable.

If you're looking for a way to separate yourself from other advisors, tax planning just might be the answer. Most people are focused on tax preparation each year but providing tax planning as part of an overall approach to serving clients, you'll be able to provide additional value to each person you work with. The holdup for people is not having a comprehensive understanding of tax code. But that's where a CPA comes in. The role an advisor plays works in conjunction with a CPA and together they can really benefit a client. That's why we asked Steven Jarvis, CPA, MBA, to come on the podcast and share the way he helps bring tax professionals and financial advisors together to reduce one of the largest expenses in retirement, which is taxes. He's an expert in working with advisors and showing them how to implement tax planning in your business and how explain how it can strengthen your relationship with clients. Throughout the show, he'll walk you through the difficulties in tax planning, what kind of checklist you need, and how advisors will benefit from this service. So as you go through the episode today, keep an ear out for some of these topics that we cover: Why tax planning frequently gets ignored by advisors. The steps you can take as an advisor in the tax planning area. What approach can you take if you feel like you don't have enough knowledge to take on taxes. Are you comfortable explaining the strong possibility of increased taxes in the future? Make sure your clients are bringing in a 1040 and what you should look for on it. The reason why CPAs are trusted much more than advisors and how you can overcome that frustration. The relationship between advisors and CPAs when it comes to tax planning. How Steven and his team at Retirement Tax Services helps advisors. To get more info about Steven and to sign up for his webinar, visit his website at https://retirementtaxservices.com/welcome. And if you want the checklist of what to look for on tax forms, shoot them an email at advisors@rts.tax. For more on this topic and other strategies to growing your business, join us over at RenegadeAdvisor.net.   Here's the rundown for this episode: 1:38 – Why our guest today 2:11 – Tax planning gets ignored 4:58 – Steps advisors should take 7:20 – Advisors that feel like they don't know enough   10:49 – Understanding the future of taxes   16:38 – What to look for on a 1040   22:10 – Why advisors aren't trusted   25:56 – Qualified dividends   29:02 – Conflict between advisors and CPAs 31:38 – How Steven helps advisors with tax planning 34:35 – Webinar he offers

Retirement Tax Radio, Professional's Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their shared goal of reducing most people's tax expenses in retirement. In this episode, Steven talks to Matthew Jarvis to get his perspective on what Financial Advisors are getting wrong when they approach CPAs for client referrals.   You can find the show notes and transcript here.

Steven is married, has 2 kids, and has lived in Spokane, WA for almost 10 years. He works as a CPA at CliftonLarsonAllen and as an adjunct professor at Whitworth University in their MBA program. He loves being outdoors, spending time with family, reading and being active. One great resource Steven mentioned in the episode was the book “Extreme Ownership” by Jocko Willink and Leif Babin. --- Support this podcast: https://anchor.fm/stickaround/support