The Diamond Podcast for Financial Advisors “The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business
13 snips
Apr 3, 2025 AI Snips
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Episode notes
Finding Purpose
- Steven Jarvis realized his work at a national CPA firm lacked impact, feeling disconnected from change.
- He desired to work directly with individuals and see the positive effects of his work.
Bridging the Gap
- Financial advisors and CPAs often operate in isolation, despite serving similar client needs.
- Jarvis's firm bridges this gap, facilitating better interactions and value for clients.
Acknowledge Tax Impact
- Advisors should recognize their inherent impact on client taxes, as every financial decision has tax implications.
- Avoid assuming that simply telling clients to "ask their CPA" is sufficient; facilitate the conversation.