Retirement Tax Services Podcast

This week, Steven is joined by industry and fellow CPA Ed Slott to talk all things IRA. Ed and Steven talk about Secure 2.0, why IRA contributions shouldn't be thought of as tax "deductions” and share their thoughts on how to best serve clients when it comes to managing tax-qualified accounts. This episode is a must-list as two of the top voices on tax planning in the industry go back and forth, sharing insights and expertise. https://zurl.co/tRPA

Join Steven this week (on his birthday, no less!) as he shares his recent experience going through an IRS audit. With any luck, you'll never have to experience one yourself, but there is always a chance your (or your client's) return could get picked for scrutiny, and it's good to know what to expect. Steven shares how the process worked, what went well in this audit, and important reminders about tax planning and taxes generally. Listen through to the end for an opportunity to get access to even more insight on tax planning from the RTS community. https://zurl.co/dJe0

In this discussion, Joshua Horton, a financial advisor and RTS member known for educating clients on tax topics, dives into essential tax strategies for retirement. He and Steven tackle common tax questions and offer insights on the complexities of the IRS tax code. They also explore how to navigate the dynamics between CPAs and CFPs for tailored tax outcomes. Additionally, they discuss upcoming changes to the tax code and the importance of proactive tax planning, all while emphasizing the need for clear communication with clients.

Explore the highlights from the recent Tax Planning Summit, revealing attendee feedback and plans for future improvements. Discover the upcoming free webinar that focuses on Roth conversions, aimed at empowering tax advisors with strategic insights. Get tips on how to effectively manage and report tax knowledge to optimize client outcomes. Stay informed about the 2025 Tax Planning Summit and how to expand your tax expertise sooner rather than later!

This week, it’s time for a throwback to one of the most famous episodes of this year. Fresh off of the spring surge and the tax filing deadline, Steven Jarvis, CPA, is joined once again by Micah Shilanski, CPF®, to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices for communicating the complexities of tax planning in a way that clients will remember and take action on. They, of course, nerd out on all things Roth and share opportunities for advisors to get more involved, so be sure to listen through to the end. https://zurl.co/Xtxo

This week on the RTS podcast, Steven is joined by Matt Porter, a financial advisor who has been through 2 CPA practice acquisitions and is happy to share his experience. Matt very openly shares the challenges that acquiring a business can pose and what he's learned along the way. Steven and Matt discuss what should go into the evaluation of whether it makes more sense to find someone to partner with on taxes (like RTS) or to go all in on integrating taxes within a financial planning practice. Whatever route an advisor chooses what's critical is being intentional about being part of taxes being addressed for the clients they serve. https://zurl.co/9Wtu

In this episode, Steven is joined by Ted Jenkin, President at Exist Stage Left Advisors and a former financial advisor who grew and sold his practice before helping countless other business owners do the same. Ted and Steven discuss several aspects of business sales, including why a business owner (financial advisor or otherwise) should be thinking about and preparing for a sale YEARS before it ever happens. Ted also shares insight on business valuations, and why so many of them are useless, and steps that every business owner can take to improve their business no matter how far a sale they are. https://zurl.co/8VuX

Emily Millsap, a professional from Avantax Wealth Management, discusses the critical integration of tax strategies in financial planning. She highlights the importance of collaboration between financial planners and tax professionals to enhance client outcomes. Emily shares effective communication techniques and tailored approaches that align financial goals with personal values. She also emphasizes the necessity of ongoing education and teamwork for improving client service and navigating complex tax issues with confidence.

Steven is joined this week by Bryan Eberle of Nepsis Inc. Bryan spent decades working in and around the CPA world before joining a wealth management firm to oversea the integration of tax into their client service. Bryan shares insight from working with over 250 CPA firms throughout his career about the power of making sure everyone has a seat at the table when it comes to effectively serving clients and making sure their specific goals are ultimately accomplished. https://zurl.co/SapV

In this episode Steven is joined by CPA, CFE and former IRS Special Agent Robert Nordlander to dive into the word of criminal enforcement around taxes. Robert shares from his years of experience working for the IRS and working with taxpayers since leaving the IRS and provides incredible insight and wisdom into all things taxes. Plenty of people are afraid of the IRS, but for the average tax payer that fear is likely misplaced and Steven and Robert talk about the realities of when taxes can become criminal. Robert spends a lot of time educating taxpayers including having written multiple books. https://zurl.co/db9t