Steven Jarvis
CPA and tax expert behind Retirement Tax Services, helping advisors integrate effective tax planning into their practices. He focuses on delivering value to clients without becoming a tax preparer.
Top 3 podcasts with Steven Jarvis
Ranked by the Snipd community
16 snips
May 13, 2025 • 36min
272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis
CPA Steven Jarvis, a tax expert from Retirement Tax Services, shares valuable insights for financial advisors. He emphasizes that tax planning can significantly enhance client value without the need for advisors to become tax preparers. Topics include avoiding common tax mistakes, the importance of proactive CPA collaboration, and creating repeatable systems for tax discussions. Steven also highlights the role of tax planning in building stronger client relationships and offers actionable strategies to simplify the tax process for every advisor level.
Jul 26, 2024 • 8min
Dodging IRA Disasters and Fostering Team Synergy
Guests Steven Jarvis, CPA and Jamie provide insights on avoiding IRA mistakes, tax planning, and fostering team communication. Topics include handling rollovers, understanding the 60-day rule, delegating tasks effectively, and establishing clear communication policies within a practice.
Jul 22, 2024 • 29min
Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
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.
