The Perfect RIA Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]
Dec 1, 2025
Steven Jarvis, CPA and founder of Retirement Tax Services, teams up with his brother Matthew to dive into the nitty-gritty of actionable tax planning. They emphasize the importance of basic tax strategies over complex ones, offering insights on how to work closely with CPAs. Topics include common pitfalls in equity compensation, the value of 1099 letters for smooth tax preparation, and the use of a 37-point checklist to enhance client satisfaction. Their practical office hours aim to demystify tax questions and provide timely guidance for financial advisors.
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Episode notes
Turn Tax Theory Into Action
- Do use tax office hours or peer advisors to turn tax theory into action for clients.
- Ask clarifying questions before presenting tax advice to ensure practical next steps.
Basics Drive Most Tax Value
- Basic tax planning steps are more often missing than exotic strategies.
- Covering fundamentals consistently yields far more client impact than rare technical fixes.
Missing Basis On RSU 1099s
- Steven recounts clients with RSUs reported as sales with zero basis causing apparent double taxation.
- The 1099s can be incomplete and tax pros must look deeper into custodian footnotes.