Retirement Tax Services Podcast
1) Annuities in the real world with Brian Smith
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 meetin...Show More
2) Tax filing season after a big, beautiful law change with Brad Wooten, CPA
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 advis...Show More
3) Tax and Estate planning: the default won't cut it with David Haughton
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 St...Show More
4) "Accidentally" buying a tax practice with TJ Bruce
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 busine...Show More
5) The new "pictures or it didn't happen" with Parker Ence
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 th...Show More
6) Prepping Tax Returns as a Financial Advisors with Knight Coleman
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 fir...Show More
7) Getting time back to Grow with Tushar Kumar
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 ...Show More
8) What tax prep taught a financial advisor with Mary McDirmid
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 fi...Show More
9) Unlocking Value in M&A Transactions With Matthew Jarvis, CFP®
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 th...Show More
10) Words matter, choose wisely! with Steven J. Lee
This week, Steven is joined by Steven Lee, an educator and expert witness with an extensive background in the financial services world. They discuss why advisors need to focus on quality client outcom...Show More