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272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis
Manage episode 482498780 series 3460679
Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer!
In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—without becoming tax preparers.
What You’ll Learn in This Episode:
✅ Why tax planning is one of the biggest value-adds for financial advisors
✅ How to avoid common tax-reporting mistakes that cost clients
✅ The power of proactive CPA collaboration and how to simplify the process
✅ Easy, actionable tax planning strategies for advisors at every level
✅ How to build repeatable systems for tax conversations all year long
Tax planning doesn’t have to be complicated to be impactful. Steven shares simple but effective strategies that will help you educate clients, communicate more effectively with CPAs, and confidently incorporate tax planning into your advisory practice. If you want to elevate your client experience and stand out in the industry, this episode is a must-listen!
🔗 Resources & Links:
📌 Grab the 37-point tax checklist Here!
📌 Learn more about the RTS Summit Conference Here!
Tune in and take action—your clients (and their CPAs) will thank you! 🎧
Audience ConnectionDiscover how top storytellers build content that connects and converts. Follow us!
Listen on: Apple Podcasts Spotify
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Chapters
1. 272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis (00:00:00)
2. [Ad] Audience Connection (00:26:10)
3. (Cont.) Untitled Episode (00:26:58)
272 episodes
272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis
The Efficient Advisor: Tactical Business Advice for Financial Planners
Manage episode 482498780 series 3460679
Do you want to create a better rhythm for tax planning your business? CPA Steven Jarvis shares easy, actionable strategies to help you add massive value to your clients—without becoming a tax preparer!
In this episode, I sit down with CPA and tax expert Steven Jarvis to discuss how advisors can integrate effective tax planning into their practices—without becoming tax preparers.
What You’ll Learn in This Episode:
✅ Why tax planning is one of the biggest value-adds for financial advisors
✅ How to avoid common tax-reporting mistakes that cost clients
✅ The power of proactive CPA collaboration and how to simplify the process
✅ Easy, actionable tax planning strategies for advisors at every level
✅ How to build repeatable systems for tax conversations all year long
Tax planning doesn’t have to be complicated to be impactful. Steven shares simple but effective strategies that will help you educate clients, communicate more effectively with CPAs, and confidently incorporate tax planning into your advisory practice. If you want to elevate your client experience and stand out in the industry, this episode is a must-listen!
🔗 Resources & Links:
📌 Grab the 37-point tax checklist Here!
📌 Learn more about the RTS Summit Conference Here!
Tune in and take action—your clients (and their CPAs) will thank you! 🎧
Audience ConnectionDiscover how top storytellers build content that connects and converts. Follow us!
Listen on: Apple Podcasts Spotify
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Chapters
1. 272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis (00:00:00)
2. [Ad] Audience Connection (00:26:10)
3. (Cont.) Untitled Episode (00:26:58)
272 episodes
All episodes
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