In this episode, Steven is answering advisor questions directly from the trenches. Twice a month, Steven hosts live office hours for the RTS community that are all about helping advisors cut through the noise and get to what they need to take action and serve clients. A 30-minute episode could never capture the full power of these live sessions, but this week, Steven has selected some of the more common topics to help our listeners get ready for year-end and get an idea of what their peers are asking. If you'd like to get your questions answered on a future office hour, check out our memberships at retirementtaxservices.com https://zurl.co/RTGQv

This week, Steven is joined by fellow CPAs Claire Gallant and Logan Holman to talk about the value of the "Simple" things in taxes. Claire and Logan are partners in a tax firm focused on what some may consider "simple" returns and share how they are still delivering massive value for the people they serve. The conversation also covers how to help clients identify when DIY is probably not going to cut it anymore and the value of the tax preparer/financial advisor collaboration. Listen to the end as Claire and Logan share the directory they have created of tax preparers who are actually taking on new clients and how you can take advantage of it. https://zurl.co/sD3nr

Steven is joined this week by Mike Bennet, an Estate Planning attorney and the co-founder of EncorEstate Plans. Mike shares his experience working alongside financial advisors to create quality outcomes for clients and why that ultimately led him to creating a software solution specifically to help financial advisors help more of their clients. Steven and Mike discuss the challenges of any future planning and specifically the areas that are most important to focus on when it comes to the two inevitables: death and taxes. https://zurl.co/TBMlz

Steven is joined once again this week by our good friends at Belay to share important tax information and give best practices for getting the whole team involved. Brooke Cecil, Belay's Vice President of Accounting Services, draws from her wealth of experience and knowledge to help listeners get ready for the new year without taking on more work themselves. Steven and Brooke give concrete action steps for helping you identify where there are opportunities to deliver more value on tax planning, AND how to know where you can delegate so you can still spend your time on the things only you can do. And rather than commit all the important dates to memory, Belay has kindly organized them all for you, and listeners can get a free copy by texting RTS to 55123.

This week, Steven is joined by a fellow CPA who specializes in tax planning for all things Real Estate, Ryan Carriere. Ryan shares his experience with going deep on the tax side when it comes to all the hype you see on social media and helps sort out what is real and what is wishful thinking. Like any other tax strategies, the taxes are just one consideration and not the driving force behind what does or doesn't make real estate a great idea for a particular client. Steven and Ryan discuss where value can come from and the traps to avoid when it comes to tax planning and preparation in this area. https://zurl.co/7jrbu

In this episode, Steven is joined by author and COO of Ritholz Wealth Management, Nick Maggiulli. In addition to sharing all about his new book, the Wealth Ladder, Nick dives into the details of how Ritholz added tax preparation 4 years ago and the journey they've been on since. Listen to the end as Nick and Steven share examples of how integrating tax services is about more than simply hiring or acquiring. https://zurl.co/VREtU

Steven is joined this week by a fellow CPA, Jennifer Climo, who was an early trend setter when it came to bridging the gap between tax and financial planning. Jennifer shares her journey of seeing the value in truly comprehensive planning and the...

In this episode, Steven Jarvis, CPA, recaps the highlights and key takeaways from Summit 2025, where nearly 300 financial advisors came together to elevate their tax planning, client engagement, and marketing strategies. Steven shares how the event...

In this episod,e Steven is joined by David Podell, a true specialist in the world of defined benefit plans. More traditional retirement accounts get a lot of attention, and rightfully so. Solo K's and SEP IRAs are more universally applicable, but for...

This week, Steven is joined by Mark Cecchini, Director of Wealth Solutions at Quadrant Capital, to share his experience prepping tax returns early in his financial planning career. Mark didn't plan on tax prep, but worked for multiple firms that had...

This week, Steven is rejoined by Micah Shilanski to once again share wisdom and perspective on all things tax planning. They kick off the episode talking about whether tax rates staying the same under O3BA changes their approach to Roth conversions...

Steven is once again joined this week by Brian Smith from FIA to talk about something that will effect nearly every financial advisor at some point in their career: annuities that are no longer meeting client needs. 1 in 5 retirees have an annuity...

This week, Steven is joined by a fellow CPA, Brad Wooten, to discuss what the major tax law changes mean for tax preparers for the next filing season. This is a valuable discussion for financial advisors to gain insight into what this next tax filing...

Steven is joined this week by David Haughton, Senior Corporate Counsel at Wealth.com, to talk all things estate planning and, in particular, the overlap between taxes and estate planning. David and Steven discuss the changes (and lack of changes) in...

This week, Steven is joined on the show by TJ Bruce, an advisor who set out to grow his practice through acquisition and ended up preparing taxes. TJ shares his experience with buying a book of business that happened to be doing tax prep, and his...

We make claims in life that might be more believable if there were pictures, but there typically isn't that option when it comes to tax planning and financial planning...until now. Steven is joined this week by Parker Ence, CEO and co-founder of...

In this episode, Steven delves once again into the frequently asked question of "what would it look like to offer tax prep in-house?" His guest this week is Knight Coleman, an advisor working in a firm offering both tax prep and financial planning,...

In this episode, Steven is joined by Tushar Kumar, a financial advisor who decided a virtual assistant was a key resource to accomplish his goal to grow his firm by 20-30% annually. Steven and Tushar share their experiences with adding VAs to their...

In this episode, Steven is joined by fellow Spokane native and tax pro turned financial advisor, Mary McDirmid. Mary has extensive experience both doing tax preparation and in her current role as a financial advisor. Mary shares what she learned and...

This week, Steven Jarvis, CPA, and Matthew Jarvis, CFP®, delve into the world of mergers and acquisitions (M&A), examining the role of audits, the intricacies of EBITDA, and the potential red flags that can emerge during the due diligence...