Steven Jarvis

CPA and host of the Retirement Tax Services Podcast, Financial Professional’s Edition. Aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.

Top 3 podcasts with Steven Jarvis

Ranked by the Snipd community

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.

May 6, 2024 • 29min

Tax planning and surge meetings with Micah Shilanski

Experienced Certified Financial Planner Micah Shilanski and Steven Jarvis discuss tax planning strategies, Roth conversions, client communication during surge periods, and continuous monitoring of tax planning actions. They emphasize the importance of instilling confidence in clients and effective communication between advisors and tax preparers. The podcast also covers navigating uncertain tax times, strategies for enhancing professional skills, and upcoming summits for professionals.