Ep 459: Working More Collaboratively With Clients’ CPAs For Better Tax Planning (And Cross-Referral) Outcomes With Steven Jarvis Financial Advisor Success podcast

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Ep 459: Working More Collaboratively With Clients’ CPAs For Better Tax Planning (And Cross-Referral) Outcomes with Steven Jarvis

4d ago 1:30:00

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Tax planning strategies can fall flat if financial advisors and CPAs aren’t working together. Miscommunication, timing issues, and a lack of context can create friction—or worse, lead to missed opportunities or costly mistakes.

Steven Jarvis is the CEO of Retirement Tax Services, a tax education and preparation firm that partners with financial advisors across the country to better serve their clients. Listen in as Steven explains how advisors can build trust with CPAs through proactive communication—not just sending over forms during tax season, but also giving context to planning decisions, providing year-end summaries, and getting ahead of major moves like Roth conversions or Qualified Charitable Distributions. You'll learn how aligning with CPAs as collaborative decision-makers can lead to better returns for clients and the potential for cross-referrals, and why timing conversations around a CPA’s calendar matters.

For show notes and more visit: https://www.kitces.com/459

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