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Clear communication around the topic of tax refunds and payments with clients is essential whether you’re the one doing the tax preparation or you’re an advisor doing tax return reviews. So, how do you gauge how much information your client is truly understanding during your meetings? And how can you be certain that they are comfortable with the am…
 
The focus of today’s episode is what clients are bringing up and asking about taxes – especially during tax season. I share some of the most common questions and some stand-out issues from this recent tax season. You will gain insight on how to handle certain questions and where you can be delivering value to clients as you discuss taxes.…
 
There are so many opportunities when it comes to tax planning and small businesses. However, many of these opportunities are overlooked because the right eyes aren’t on the paperwork. Our guest today is a fellow CPA who specializes in helping small businesses build a solid financial foundation. Marcus Mire is the Founder of MireGroup CPAs and in th…
 
The most successful financial advisors—those who not only bring in the most clients, but also deliver the most value—know the importance of tax planning and how to explain it to clients and prospects. Do you? In this episode, Micah Shilanski will be joining the show to discuss key takeaways from the recent webinar we hosted around the topic of tax …
 
Are there specific things that advisors can do to improve their tax planning process for their clients? The answer is yes. And by avoiding a few common mistakes, advisors can make it easier for their CPAs, as well. Today we will be playing a recent conversation I had with my brother, Matthew Jarvis, on his podcast The Perfect RIA. During this discu…
 
Today we are taking a slight deviation from taxes to discuss legacy planning. Legacy planning is an essential part of any wealth management or financial plan. Done correctly, a legacy plan will ensure that your possessions or wealth will remain with the people to whom you would like to leave them. However, without a legacy plan, you leave your inhe…
 
Natalie Taylor, CFP and Behavioral Financial Advisor, is the owner of her own practice, as well as the Head of Financial Advice for Monarch Money. Natalie is very intentional in her practice about providing education and ensuring tax planning is included in her advice, and in this episode, she joins the show to discuss how she got her practice to a…
 
Although designations are necessary to have when building a practice, what’s truly important is what you do for your clients. As financial advisors, our number one job is speaking with clients about making financial decisions and helping them create a thriving portfolio. No one knows this better than our guest today, Jeremy Keil. A financial adviso…
 
You can't make informed financial decisions without incorporating some sort of tax planning. And when creating a financial plan for your clients, the only way to help them take control of their financial future is to ensure they understand the taxes that they will be responsible for, both now and in retirement. So, in this episode, John Scherer, Fo…
 
So you’ve taken the next big step and signed up for tax software. Now what? How do you use this to make a huge impact on your clients' lives? Taylor Schulte is the founder of Define Financial, as well as a podcast host, financial planner, and co-founder of The AGC™ Community for Advisors. In this episode, Taylor joins the show to discuss the ins an…
 
Travis Gatzemeier, CFP, believes money is a tool that can unlock the opportunity of life. He is the Founder of Kinetix Financial Planning, where he helps to simplify his clients’ finances through what he calls “dynamic” financial planning and investment management. In this episode, Travis talks about the impact proper tax planning can have on your …
 
Reese Harper, CFP, is a dental finance thought leader with a Master's in Finance. He is the Founder of Dentist Advisors and the CEO of a service platform called Elements®, which is used by Advisors to help dentists across the country plan and retire better. In this episode, Reese joins the show to discuss the importance of actionable tax advice for…
 
Scott Bishop is the Executive Director of Wealth Solutions with Avidian Wealth Solutions, a Houston-based RIA. Specializing in guiding clients through the process of identifying their personal financial planning goals, Scott joins the show today to discuss the importance of proactive planning for your clients to ensure you’re completely prepared—ev…
 
Today we are speaking with Jim Blair and Marc Kiner, the co-owners of Premier Social Security Consulting. Premier Social Security Consulting provides Social Security education and training for all professional advisors looking to better answer the questions their clients are having about Social Security, thereby increasing value to their clients. I…
 
Many financial professionals focus heavily on what to do without giving much thought as to how to execute the plan. However, the “how” is far more important than one might think. Tom Gau specializes in simplifying abstract financial planning strategies so that he can easily communicate these to his clients, as well as have other advisors learn from…
 
Cost Segregation is a commonly used strategic tax planning tool that allows companies (or individuals) who have constructed, purchased, or remodeled real estate to increase cash flow by accelerating depreciation deductions and deferring income taxes. Although this sounds confusing to many, our guest today is an expert in this field. Stacy Sherman i…
 
Today’s guest is passionate about providing conflict-free financial education to help do-it-yourself investors refine their path to financial independence. Cody Garrett, CFP, is the owner of Measure Twice Money, and in this episode, he will be sharing his advice for ensuring his clients are receiving massive value through a comprehensive tax plan t…
 
Appearing on the show this week is Matthew Lincoln. Originally an Enrolled Agent, Matthew has recently acquired his CFP designation. This (and years of experience) has shown him the benefits of collaboration between advisors and accountants. Tune in as Steven and Matthew discuss the complimentary ways in which advisors and CPAs can add value for th…
 
Steven’s guest this week is Dominique Henderson, the founder of DJH Capital Management and The Jumpstart Coaching Lab. A lot of his time spent mentoring other advisors leads him to encourage them to get involved with tax planning. Join in as Steven and Dominique share their insights and experiences on working with other tax professionals…
 
Advisor Benjamin Brandt, host of the Retirement Starts Today podcast returns to the show this week. An expert on surge scheduling, Ben has made a masterclass based on his experience available through The Perfect RIA. Tune in as Steven and Ben discuss everything from cash flow and income taxes to systematizing surges to maximize value.…
 
This week on the Retirement Tax Services Podcast, Steven’s guest is Eric Shadowens, a CPA whose primary focus is real estate. Taxes are a big segment of his planning process, so part of their conversation goes over the importance of documentation and reminding clients to make sure that they do more than just “keep the receipt”…
 
Steven’s guest this week is Michael Eckstein, the founder of Resting Business Face (formerly known as Eckstein Advisory). Not many advisors focus on serving super small businesses such as freelancers, but Michael and Steven discuss the value that one can provide to this particular demographic.
 
Steven’s guest this week is Matt Miner, founder of Miner Wealth Management and host of the Work Pants Finance podcast. Despite being a relative newcomer to the financial world, he’s got a proven philosophy for working with other COIs. Tune in as Steven and Matt discuss the pain points that advisors should resolve promptly with their clients.…
 
Steven’s guest this Monday is Maggie Klokkenga, the founder of Make a Money Mindshift. Maggie’s services include helping clients vet prospective tax preparers for doing their taxes. Join Maggie and Steven as they discuss the importance of hiring a good tax preparer and the potential value add they can offer!…
 
This week on the Retirement Tax Services Podcast, Steven’s guest is CPA Mike Jesowshek, host of the Small Business Tax Savings Podcast and founder of JETRO and Associates. Today’s focus is tax planning strategy—by maximizing deductions—for yourself and your clients. Are you interested in content that provides you with action steps that you can take…
 
Micah Shilanski joins Steven on the podcast this week to talk about a recent experience his team had with a problematic tax return. Micah's team noticed some red flags and then sent the return to the RTS team for review. Keep listening to find out how they resolved the situation without ruffling any feathers.…
 
Steven’s guest this week is Jamie Bosse, a CFP with Aspyre Wealth Partners. She’s an established author, having published articles and books on financial literacy. On this episode, Steven and Jamie discuss retirement tax planning for her clients, who are mostly young entrepreneurs.
 
Steven’s returning guest this week is advisor Matthew Jarvis of The Perfect IRA. Today’s topic is a combination of backdoor Roth contributions, IRS Form 8606, and the Pro Rata Rule. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerfu…
 
Steven’s guest this week is advisor Thomas Kopelman, who just co-founded Allstreet Wealth. While many financial planners focus on retirees, Thomas’ niche is millennials. He often does tax planning for people whose income level is still on the rise. Are you interested in content that provides you with action steps that you can take to deliver massiv…
 
It’s Tax Q&A Friday and Steven has a question submitted by an advisor via LinkedIn. Jim asks if we’d do an episode on donor-advised funds (DAFs). The short answer is, “Yes, we’d be happy to.” Donor-advised funds aren't the only means of charitable giving but they have to be considered if a client is charitably-inclined.…
 
Steven’s guest today is CFP Matthew Daugherty. They discuss how tax planning is possible, even with Compliance looking over your shoulder and how that relationship doesn't have to be adversarial. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to lo…
 
Instituted through the Affordable Care Act, the Premium Tax Credits is a shadow tax that must be considered when making recommendations. It can easily be missed unless one is looking for it beyond the client's marginal tax rate. Therefore, Steven is focused on illuminating the core aspects of this often overlooked shadow tax.…
 
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