CFFP #43 - How Advisors can deliver massive value to their clients through tax planning in 2021 ft. Steven Jarvis

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

 

Today we have Steven Jarvis, co-founder and CEO at Retirement Tax services where he aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes! Steven has over 10 years of experience from top accounting firms and is also the host of the Retirement Tax Services podcast where he utilizes valuable skills of distilling endless pages of IRS tax code and case law into easy to explain actionable items that financial advisors can use with their clients.

 

In our discussion we talked about:  

 

🎙️ Taxes, Taxes, Taxes
🎙️ Uncovering Problems, Providing Solutions

🎙️ 5 Things to add value to client's tax returns

🎙️ Developing a Specialty

Resources:

Are you a current or aspiring financial professional?  Click here to join the Jumpstart community!

Listen to previous podcast episodes, clicking here.

Join our weekly newsletter, click here.

 

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.

If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.

 

And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.