The Perfect RIA Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
Jul 22, 2024
Guest Steven Jarvis, CPA, reveals IRA management pitfalls to avoid. Topics include rollover mistakes, self-dealing, intentional tax planning strategies, and proactive tax planning. Learn how to prevent costly errors and transform your practice through effective communication and collaboration with professionals.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Common Mistakes in Tax Planning
02:05 • 15min
Avoiding Costly Mistakes in Investment Opportunities through Strategic Communication
17:27 • 3min
Intentional Tax Planning and Avoiding Mistakes with IRAs
20:09 • 3min
Proactive Tax Planning Strategies and Summit Preview
23:22 • 5min