In this episode Steven is joined by Financial Advisor Aaron Erişkin, who has literally never paid a dime to the IRS. We are all for not "tipping the IRS", but typically we don't advocate for not paying anything at all. In Aaron's case though it makes a lot of sense as he is based on London and not subject to US Taxes. Jokes aside Steven and Aaron discuss why Aaron is such a huge fan of RTS content even though it is based on US Tax Code and they both share the processes, intentionality and approach that makes all the difference in tax planning being a value add to clients.   http://bit.ly/43pHgPe

"Financial planning" can mean a lot of things but Steven Jarvis and his guest Danny Lohrfink, Chief Product Officer at wealth.com agree that taxes and estate planning are two areas that every client should be getting help with. Steven and Danny discuss the challenges of Financial Advisors being able to help in these areas even when they are not themselves CPAs or Attorneys and share ways that the Advisor can still be involved without having the full service in-house. Estate planning and tax planning clearly have their own unique sets of requirements but Steven and his guest explore the overlap and the similarities of what the most successful Advisors are doing to deliver massive value to their clients in these areas.  

Steven's guest on today's episode is none other than Sheryl Rowling, a fellow CPA and creator of Morningstar's Total Rebalance Expert Software. Sheryl started her career preparing taxes and then saw the saw of tax planning and embraced. While she didn't set out to create an industry-wide tool, her frustration with existing tools and her commitment to delivering massive value to clients led her to creating just that. Sheryl now works as the Editorial Director, Financial Advice for Morningstar and will be a keynote speaker at the 2023 RTS Next Level Tax Summit. http://bit.ly/406xoIp

In this episode Steven welcomes RIA Attorney Leila Shaver to the show to talk about the line between tax planning and tax advice. They both openly share their opinions on where Advisors can potentially get in trouble and whole-heartedly agree that there is A LOT more Advisors can be doing around tax planning for their clients without flirting with the lines of compliance. Steven also shares details on the upcoming RTS Tax Summit this fall, at which Leila will be a keynote speaker. Listen for an informative and entertaining conversation around all things tax compliance. http://bit.ly/3JFrve2

In this episode, Steven and his guest Derek Notman dive into some of the non-technical areas of tax planning and talk about why it's so important to include in a client's life. Derek shares insight from his years of experience on the important of personal branding and building trust and talks about why taxes are so important for him personally in working with clients. http://bit.ly/3ZAix8D

In this episode, Steven's guest is Jeremy Straub, the CEO and Founder of Coastal Wealth. Jeremy has over 20 years of experience in the industry with multiple firms and shares his experience with the power of differentiation (including through tax planning) and the value behind having systems and processes for getting things done. A conversation that at times may feel scripted because of how closely it aligns with so many of Steven's constant refrains, this episode shows that there are consistent themes to what works in practice for the greatest advisors across the country. http://bit.ly/41TLm1q

Steven is joined by the CEO of Asset Map, Adam Holt, to talk about the cross-section of technology and financial planning. Their conversation covers the evolving tech space but also dives into where Advisors can deliver the most value to their clients, regardless of what software they might be using. This wide-ranging conversation provides great insight into where the Advisors biggest impact on their clients can come from. http://bit.ly/3kDh4zh

Financial Advisor and podcast host Larry Sprung of Mitlin Financial joins Steven on the show to talk about what tax planning looks like in his practice. Larry shares how he gets his team involved, the things he is on the look out for to identify tax planning opportunities and why he feels taxes are so important. Steven and Larry also discuss how to use tax planning to help build relationships with CPAs and deliver value to clients. http://bit.ly/3SqNDNl

In today's episode, Steven interviews Ben Verwys, the son of a CPA who wanted nothing to do with taxes...only to end up incorporating tax planning in everything he does. Listen in as Ben shares how he went from running away from taxes to realizing the value and impact tax planning can have in a client's life. Steven and Ben also discuss how "complex" is relative and the benefits of consistently planning for what may seem like the "simple" things in a client's tax life. http://bit.ly/3Yvl0Ao

In this episode returning guest Micah Shilanski shares the steps he has taken to build a tax process that his whole team can help with. Listen in as Steven and Micah discuss how tax planning fits in with all the other great things financial advisors do and what it takes to make tax planning a reality. As a bonus, Micah and Steven share details about the RTS Tax Planning Summit later this year.