Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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In this episode, Steven is joined by Cameron Norris from Golsun Scruggs, to talk about the realities of the liability that financial advisors face around taxes. Some advisors may be surprised to know that the liability is there, whether they proactively give tax advice or not. Steven and Cameron go through real world examples of the types of claims…
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Every Advisor Should Prepare a Tax Return with Jacob DuBose
26:31
26:31
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26:31
In this episode, Steven is joined by Jacob DuBose, a financial advisor who has taken the time to do hands-on tax preparation. Jacob comes on the show to share his experience being a contractor with H&R Block and getting to see firsthand what tax preparation actually looks like. Steven and Jacob discuss the value of learning through hands-on work, i…
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What every financial advisor needs to be delegating with Lisa Seal
26:29
26:29
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26:29
In this episode Steven is joined by Lisa Seal, Chief Revenue Officer at Belay. Steven and Lisa share their experiences using virtual assistance to elevate what they do in business and in life. Lisa shares the background of Belay, their origin story and what they have grown to today by helping tens of thousands of leaders be at their best by applyin…
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Learning Tax Planning Throughout Your Career with Brent Gargano
26:43
26:43
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26:43
In this episode, Steven is joined by Brent Gargano, a RTS Premierе Member and Financial Advisor. Brent has had several unique opportunities to learn the interworkings of taxes, both as an advisor and working for large custodians. He has also spent time as an adjunct professor, helping student learn through case studies and understanding the importa…
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Throwback “Asking the right questions on taxes” - with Meghaan Lurtz
36:34
36:34
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36:34
Throwback to last summer’s most popular episode ““Asking the right questions on taxes” It turns out there are scientific reasons that so many people have misguided notions about taxes and Steven is joined this week by a Financial Psychologist to explore what those reasons are. Meghaan Lurtz is a writer, researcher and educator focused on the overla…
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COVID tax fraud that hasn't ended yet with Catherine Tindall
32:23
32:23
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32:23
In this episode Steven is joined by a fellow CPA, Catherine Tindall, to talk about the Employee Retention Credit (ERC). One of the many programs created as a result of COVID the ERC is often in the headlines for all the wrong reasons. Along with doing tax work for financial advisors (their personal and business returns), Catherine specializes in he…
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37-point checklist for reviewing life insurance? with Tony Steuer
28:44
28:44
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28:44
Taxes are just one piece of the puzzle and in this episode, Steven is joined by someone who specializes in a different piece of the puzzle: life insurance. Tony Steuer has decades of experience reviewing life insurance policies to help clients understand whether the policy really is set up to do what they think it's supposed to. Steven and Tony don…
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Finding help for all of these value adds? with Brody Rosenfeld
29:40
29:40
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29:40
This week Steven is joined by Brody Rosenfeld, a CFP who leads a team of professionals supporting financial advisors as they serve their clients. Steven has worked directly with Brody and knows first hand the value partnerships can provide. Brody and Steven have a great conversation about the pros and cons of outsourcing and how even if you never o…
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Turning Prospects to Clients by leading with Taxes with Josh Ross
28:32
28:32
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28:32
In this week's episode Steven is joined by a financial advisor and Enrolled Agent, Josh Rosh. Josh joins the show to share his experience with delivering massive value AND growing his financial planning practice by facilitating seminars on, you guessed it, taxes. Bucking the trend to get deep into the complexities Josh shares how he has been able f…
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Getting the whole team involved with Jamie Shilanski
33:36
33:36
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33:36
Summary: Steven is once again joined by the incredible Jamie Shilanski to talk about how to level up your team when it comes to tax planning (and really any topic). Jamie shares why she has 4 people on your team currently working towards their Enrolled Agents designations, most surprising might be the fact that not all of them are financial advisor…
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Tax reporting at the source with Eric Bronnenkant
24:14
24:14
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24:14
This week Steven is joined by the Head of Tax at Betterment, Eric Bronnenkant, who is both a CPA and CFP. Betterment is a tech-forward investment platform setting themselves apart for going above and beyond when it comes to tax reporting. Eric shares how they have been able to incorporate feedback from clients and tax professionals to make tax time…
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An open conversation about in-house taxes with Gary Russell
30:14
30:14
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30:14
This week's episode is a great discussion between Steven and Gary Russell, a founding partner of Helium Advisors, about what it really takes to build strong relationships between CFPs and CPAs. Gary shares his first-hand experience with having tax team members in-house, buying accounting firms, and the importance of really building a team, not simp…
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The intersection of tax and law with Mike Payne
28:48
28:48
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28:48
In this week's episode Steven is joined by a fellow CPA who happens to also be a lawyer, Mike Payne. Mike is an incredibly forward thinking firm owner who has embraced providing comprehensive services to clients for years. And not the "comprehensive" buzzword so often used in the industry but an actual example of the word in practice. Mike's commit…
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Steven is joined this week by Lisa Zeeveld, CFO of Belay Solutions to talk about how Financial Advisors can do more professionally and personally by leveraging a great assistant. Lisa and Steven share their own experiences using VAs, reservations they had, surprising successes and why there is no going back once you've started using one. Listen in …
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Taxes, marketing and compliance" with Marie Swift and Jonny Swift
31:26
31:26
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31:26
This week we are taking a detour from technical tax topics and talking about how to get your tax planning message out there to prospective clients. Steven is joined by Marie Swift and Jonny Swift from Impact Communications to cover a variety of topics including how client testimonials can be compliantly used and how Advisors can effectively use AI …
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Collaboration over competition with Eric Brotman
28:48
28:48
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28:48
Steven is joined this week by Eric Brotman to discuss how he has built a successful practice by looking at everyone around him, even other Advisors, as potential collaborators and not competition. Eric shares what he has learned over 30 years in the industry that he is STILL applying in the practice he runs and with the clients he serves. Listen to…
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Tax planning and surge meetings with Micah Shilanski
28:45
28:45
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28:45
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 acti…
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Throwback: “Taxes and investing - a deep dive” with John Wilson and Joe Hohn
27:48
27:48
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27:48
Throwback time: Your favorite episode from the last 12 months: “Taxes and investing - a deep dive”. In this episode, Steven got the chance to really nerd out as he was joined by two guests from Dimensional Fund Advisors to get into the weeds on the tax implications of investing. John Wilson and Joe Hohn (who used to be an aerospace engineer before …
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“The Retirement Planning Guidebook” with Dr. Wade Pfau
26:07
26:07
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26:07
In this episode, Steven is joined by Dr. Wade Pfau, a prolific researcher and content creator around all things retirement income related, including tax planning. Dr. Pfau has recently published the 2024 edition of his Retirement Planning Guidebook, an incredible resource for the details and planning opportunities surrounding retirement. Steven and…
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Summary: Steven Jarvis, is joined in this week's episode by one of his brothers (he actually has 4), Matthew Jarvis. Matthew is the co-host and co-founder of The Perfect RIA podcast, a platform through which he has coached thousands of advisors. They talk about the power of tax planning and ways to deliver massive value to clients. They both share …
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“Healthy” side of taxes with Christine Simone
30:41
30:41
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30:41
In this episode Steven is joined by Christine Simone, a healthcare professional and the CEO and founder of Caribou. Christine shares her perspective on how to navigate the tax implications of how people get health insurance and pay for medical expenses. Steven and Christine discuss the complexities and potential tax savings (and pitfalls) of health…
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The Inheritance Playbook with Chad Holmes
24:14
24:14
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24:14
In this episode Steven is joined by the author of The Inheritance Playbook, Chad Holmes. This book is written for consumers and puts a little bit of humor and a lot of great insight into a very challenging topic. Chad shares why it was important to him to write this book and the impact these strategies have on clients. Death and taxes are both inev…
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Becoming a Tax Strategist with Derrick Kinney
33:03
33:03
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33:03
On this weeks episode Steven is joined by an Advisor who is generously sharing what worked so well for him as he built and sold a planning practice across multiple decades. Derrick Kinney, host of the Good Money Podcast, gives specific approaches he has used and coached advisors on that he has seen produce results time and again. His recommendation…
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Life milestones that are crucial to taxes with Philipp Hecker
29:41
29:41
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29:41
Not all birthdays are created equal in the eyes of the IRS. In this week's episode Steven is joined by Philipp Hecker, CEO of Bento Engine, to talk about how Advisors can implement a system for creating client engagement around important life milestones. Philipp shares from his years of experience building client engagement and navigating the techn…
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What should a "tax advisor" actually do? with Wendy Barlin
29:18
29:18
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29:18
Summary: This week Steven is joined by fellow CPA, Wendy Barlin, to talk about the difference between someone who prepares taxes and someone who is actually a tax advisor. Wendy and Steven talk about some of the challenges the tax industry has faced and the opportunities those challenges create. Wendy has successfully grown and sold a tax prep firm…
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Listen in to this week's episode as Steven is joined by a self proclaimed "Tax Savings Architect", Mark Myers. Mark serves his clients alongside their financial advisor and tax professional by helping to identify and design advanced tax planning strategies. Mark is all for the basic, consistent things that taxpayers can do over time, but also helps…
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What the heck is "tax resolution"? with Kristine Stevenson
31:10
31:10
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31:10
In a special episode this week Steven is joined by a tax professional who doesn't do any tax preparation. Kristine Stevenson is an Enrolled Agent who previously worked for the IRS and now specializes in tax resolution work. Steven and Kristine talk about what tax resolution work includes and when it might be something a taxpayer needs to pursue. Th…
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Between two tax pros with Michael Eckstein
33:01
33:01
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33:01
In this week's episode Steven is once again joined by Michael Eckstein, an enrolled agent who takes a no nonsense approach to helping his clients get taxes and business right. Steven and Michael share pet peeves on working in tax and talk about taxpayer's obsession with the "sexy" strategies while skipping over all the basic stuff that everyone sho…
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Taxes for the unexpectedly self-employed with Ben Lake
29:13
29:13
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29:13
In this week's episode the Least Boring CPA is joined by Ben Lake, a financial advisor with an incredibly unique niche. Listen in as Ben shares his back story and talks with Steven about the tax intricacies of working with self-employed clients, especially ones who are becoming self-employed for the first time. This episode has great insight into t…
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All those “employee” benefits and how to think about them with Chris Gaddis
23:41
23:41
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23:41
Summary: Steven is joined this week by Chris Gaddis, Managing Partner of GP Agency, to talk about benefits employers can offer that help impact their team members lives, and have a tax benefit. Like every other topic the conversation focuses on making great decisions first, and then figuring out the most tax efficient way to go about it. Chris shar…
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This week's episode is a special one in that Steven is not being joined by a CPA or CFP. Steven's guest this week, Ashley Quamme, is actually a Fractional Financial Behavior Officer (don't worry, they talk about what that is) and specializes in helping financial planning firms go beyond the numbers and understand how their clients think, feel and d…
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New Money New Problems with Brenton Harrison
30:33
30:33
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30:33
In this episode Steven is joined by a fellow podcaster and money nerd, Brenton Harrison. Brenton is a financial advisor focused on helping first-generation high income earners as they navigate financial planning topics, including taxes! Brenton has found huge success including tax planning in his offering and spends a lot of time educating his clie…
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Tax Planning and the military with Brandon Lovingier
22:53
22:53
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22:53
The tax code applies differently in a lot of different situations, including for active and retired members of the military. In this episode Steven is joined by Brandon Lovingier, a financial advisor dedicated helping people in the military navigate tax and financial planning. Listen in as Steven and Brandon go through some of the unique tax aspect…
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Prospecting, Tax Planning and making the most out of 2024 with Jeremiah Desmarais
27:38
27:38
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27:38
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 …
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Premium Tax Planning for Premium Fees with Patrick Lonergan
28:11
28:11
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28:11
In this episode Steven kicks off the year with an incredible discussion with Patrick Lonergan all about helping high earning business owners save hundreds of thousands of dollars in taxes, every year! Yes, the dollar savings are higher because the income is higher but the strategies are not proprietary, they are worth considering for any business o…
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The emotional side of taxes with Christine Luken
27:07
27:07
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27:07
In this episode Steven is joined by Christine Luken to talk about the emotional side of money, and of course taxes! Christine is a Financial Coach focused on working through the emotional areas of a client's money including taxes and shares her experience and perspective in helping to provide peace of mind along with positive financial outcomes. Of…
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The other "least" boring CPA with Bob Wheeler
29:14
29:14
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29:14
In this episode Steven is joined by a fellow CPA, tax nerd and tax planner in Bob Wheeler, CPA. In addition to 20+ years of actually doing taxes Bob has been a stand up comedian and works as the CFO of the world famous Comedy Story in Hollywood CA. The conversations focuses primarily on how tax planning should be goals based (life goals, not just '…
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Tax Planning Summit Takeaways (and sneak peak for 2024) with Matthew Jarvis
28:37
28:37
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28:37
In this week's episode Steven is joined by none other than Matthew Jarvis to share their highlights from the incredible first annual RTS Tax Planning Summit that happened back in September. Attendees still have access to the full recordings but for everyone else who couldn't make it this year (and we heard from so many of you who wish you could hav…
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‘’I bought a tax practice!’’ What that actually looks like for an Advisor with Michael Cummings
28:37
28:37
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28:37
Steven is constantly approached by Advisors who all have the same game changing idea: "I should buy a tax practice to generate leads". While this sounds great on paper it is not so simple in reality. In this week's episode Steven is joined by Financial Advisor (and panelist at the 2023 RTS Tax Planning Summit), Michael Cummings to talk about the re…
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The evaluation of tax planning with special guest Michael Kitces
26:55
26:55
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26:55
Steven is joined in this episode by the one and only Michael Kitces to talk about the progression of tax planning in a financial advisor's practice and how the industry as a whole is shifting to better incorporate taxes. They both share their perspective on how Advisors can make sure they are delivering true value and not just beating their clients…
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In a rare "in-person" interview Steven is joined by Financial Advisor Kyle Gabhart for a fun and informative discussion around tax planning. Kyle shares his favorite approach to talking tax planning using his Lego analogy (what tax nerd isn't going to love being able to include Legos in the discussion?). Steven and Kyle talk about best practices fo…
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Tax Analogies and 2026 with Derek Mazzarella
29:14
29:14
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29:14
In this episode Steven is joined by Derek Mazzarella, CFP and the two share ideas on how to best articulate complex tax planning in a way that resonates with clients. Derek shares how he is already incorporating tax law changes that won't happen until 2026 into his planning with clients and why he is such a big fan of having analogies for everythin…
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Divorce and taxes (too bad you can't break up with the IRS)with Amy Irvine
30:46
30:46
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30:46
Life is full of the unexpected and while taxes won't be the first concern when unfortunate things happen, they can't be forgotten about. Steven is joined in this episode by Amy Irvine, a financial planner specializing (and certified) in divorce planning. Steven and Amy share pitfalls to avoid and ideas for navigating this complex area that blends t…
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Everyone writes about taxes, but how well? with Derek Pollard, PhD
36:39
36:39
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36:39
In this episode Steven is joined by Derek Pollard, PhD and content specialist for financial advisors to discuss how we can all write better on the topic of taxes. Even if you never want to publish an article or write a book taxes come up all the time and we are constantly getting questions from Advisors on how they can improve their newsletters, we…
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Yes! We're still talking about Roth (and you should be too) with Jim Amerman
27:39
27:39
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27:39
Summary: Roth may feel like a topic that has been done to death but we still constantly get questions from taxpayers AND financial advisors so we are back at it again. Steven is joined this week by Jim Amerman, a CFP whose near sole focus is helping people get Roth conversions done. Recommendations on Roth of course have to be client specific but l…
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What the heck is PTE Tax? with Kelly Rohrs
31:07
31:07
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31:07
Steven is joined this week by a fellow CPA who specializes in working with business owners, Kelly Rohrs. Kelly provides an overview of the Pass Through Entity (PTE) Tax and why business owners should care about it. Unfortunately like so many other tax areas this is one where we aren't going to make you an expert with the first conversation but we c…
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Following the yellow brick road on taxes with Roger Whitney
28:38
28:38
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28:38
Listen in as Steven interviews Roger Whitney, host of the Retirement Answer Man podcast. In addition to working with clients through his financial planning practice Roger runs the Rock Retirement Club providing resources and insight to over 1,100 consumers looking to go beyond DIY. Roger has a wealth of experience that he pulls from to share the hu…
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What "hiring your kids" actually looks like with Mike Jesowshek
28:23
28:23
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28:23
This week Steven is joined by Mike Jesowshek, host of the Small Business Tax Savings Podcast and it's one you won't want to miss. The internet is full of headlines on tax planning topics but far too often those headlines are not accompanied by the information you need to actually get things done. Of course we are all about implementation and taking…
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Software tools for getting tax planning done with Andrew Altfest
27:05
27:05
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27:05
One of the most common questions Steven gets is "what software tools can help me get tax planning done". In this week's episode Steven is joined by the Founder and CEO of FP Alpha, Andrew Altfest, to explore that question. Andrew is the President of his own RIA so everything FP Alpha does from a software standpoint is built on real world experience…
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It might be time to rethink your bookkeeping with Brook Cecil
24:51
24:51
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24:51
In this special episode Steven is joined by Brook Cecil, Directory of Accounting Services at Belay Solutions to tackle a topic most advisors probably need help on themselves (and potentially could benefit some of your clients. Brook and Steven discuss the value of good bookkeeping, how bookkeeping needs evolve overtime and provide a framework for t…
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