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.

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.

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.