Retirement Tax Services Podcast

The tax code applies differently in a lot of different situations, including for active and retired members of the military. In this episode Steven is joined by Brandon Lovingier, a financial advisor dedicated helping people in the military navigate tax and financial planning. Listen in as Steven and Brandon go through some of the unique tax aspects for military members and their families. https://bit.ly/3NTrdTV

Steven Jarvis, CPA is joined in this episode by the founder and President of Advisorist, Jeremiah Desmarais as they talk about ways Advisors can spend more time delivering value and less time drowning in tasks that could be delegated. Jeremiah brings deep experience and countless success stories of helping Advisors take their practices to the next level and Steven brings it all back to tax planning (this is still a tax podcast after all). Listen through to the end as Steven and Jeremiah share some exciting upcoming collaborations that will offer Advisors a chance to go deeper and get resources that will help them make 2024 the best year yet. https://bit.ly/47mmEZh

In this episode Steven kicks off the year with an incredible discussion with Patrick Lonergan all about helping high earning business owners save hundreds of thousands of dollars in taxes, every year! Yes, the dollar savings are higher because the income is higher but the strategies are not proprietary, they are worth considering for any business owner and worth revisiting year after year to make sure they are being consistently taken advantage of. Patrick openly shares his progression with incorporating tax planning and how he used tangible tax savings he could quantify to make sure he was charging a premium fee for the premium service he is providing. https://bit.ly/48w8dCF

In this episode Steven is joined by Christine Luken to talk about the emotional side of money, and of course taxes! Christine is a Financial Coach focused on working through the emotional areas of a client's money including taxes and shares her experience and perspective in helping to provide peace of mind along with positive financial outcomes. Of course we would all love money to be logical and easy but real life is messy. Understanding how to address the emotional side of these issues can help Advisors elevate their client's experience throughout the process. https://bit.ly/48eBYrt

In this episode Steven is joined by a fellow CPA, tax nerd and tax planner in Bob Wheeler, CPA. In addition to 20+ years of actually doing taxes Bob has been a stand up comedian and works as the CFO of the world famous Comedy Story in Hollywood CA. The conversations focuses primarily on how tax planning should be goals based (life goals, not just 'let's pay less in taxes') but Bob stay to the end as Bob shares how he got involved in the Comedy Store and why it's been such an important part of this career.  

Matthew Jarvis, highlights from the first annual RTS Tax Planning Summit: backdoor Roth conversions, LLC vs S corp decisions, creating a community atmosphere, effective communication in tax planning, learning from experienced speakers, reflections on the conference and plans for next year, upcoming Tax Planning Summit and events.

Steven is constantly approached by Advisors who all have the same game changing idea: "I should buy a tax practice to generate leads". While this sounds great on paper it is not so simple in reality. In this week's episode Steven is joined by Financial Advisor (and panelist at the 2023 RTS Tax Planning Summit), Michael Cummings to talk about the realities of buying and owning a tax practice in addition to being a financial advisor. Mike candidly shares his experience, the challenges and successes he has seen along the way. https://bit.ly/3stg58N

Steven is joined in this episode by the one and only Michael Kitces to talk about the progression of tax planning in a financial advisor's practice and how the industry as a whole is shifting to better incorporate taxes. They both share their perspective on how Advisors can make sure they are delivering true value and not just beating their clients over the head with volume. Steven and Michael also discuss how even though BDs seem to be getting on board with allowing tax planning there is still tremendous opportunity to set yourself apart with tax planning, if you are intentional. https://bit.ly/3MWNv6O

In a rare "in-person" interview Steven is joined by Financial Advisor Kyle Gabhart for a fun and informative discussion around tax planning. Kyle shares his favorite approach to talking tax planning using his Lego analogy (what tax nerd isn't going to love being able to include Legos in the discussion?). Steven and Kyle talk about best practices for communicating around taxes and then dive into specific tax strategies for business owners, which is Kyle's area of focus. https://bit.ly/47sYLzn

In this episode Steven is joined by Derek Mazzarella, CFP and the two share ideas on how to best articulate complex tax planning in a way that resonates with clients. Derek shares how he is already incorporating tax law changes that won't happen until 2026 into his planning with clients and why he is such a big fan of having analogies for everything he does (bonus: he shares several of his favorites). Steven and Derek also touch on the tax implications around equity compensation and the inevitability that spending and income will not be linear in retirement. https://bit.ly/47iqnHs