Go offline with the Player FM app!
Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]
Manage episode 522092567 series 2482489
In this episode of the Perfect RIA Podcast, hosts Matthew Jarvis and Steven Jarvis discuss the importance of actionable tax planning strategies for financial advisors. They explore the dynamics of their family relationship, the significance of basic tax planning, and how to build collaborative relationships with CPAs. The conversation also covers the role of 1099 letters in tax preparation, the nuances of Roth conversions, and the support provided through office hours for advisors. Additionally, they highlight the value of the 37-point checklist in ensuring comprehensive financial planning.
Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Steven Jarvis: - Learn More about our Coaching Programs
873 episodes
Manage episode 522092567 series 2482489
In this episode of the Perfect RIA Podcast, hosts Matthew Jarvis and Steven Jarvis discuss the importance of actionable tax planning strategies for financial advisors. They explore the dynamics of their family relationship, the significance of basic tax planning, and how to build collaborative relationships with CPAs. The conversation also covers the role of 1099 letters in tax preparation, the nuances of Roth conversions, and the support provided through office hours for advisors. Additionally, they highlight the value of the 37-point checklist in ensuring comprehensive financial planning.
Navigating Tax Planning: Insights from the Jarvis Brothers [Episode 337]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Steven Jarvis: - Learn More about our Coaching Programs
873 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.