THE PERFECT RIA

What You'll Learn In Today's Episode:

  • You’re likely doing tax planning with your clients, even if not consciously.
  • Anything you’re doing with your clients has a tax impact.
  • You don’t need to be a tax expert to deliver tax value to your clients.
  • You need to be committed to learning and educating yourself in tax knowledge.
  • You need to share your tax strategies with your client’s tax professional.
Table of Contents

Are you questioning what you should or shouldn’t do related to tax planning with your clients? On this week’s What Works Wednesday, Micah is joined by Steven Jarvis, head CPA for Retirement Tax Services, as they discuss the spectrum of advisors delivering tax value to their clients (hint: you may not even realize that you’re doing tax planning!). Listen in as they talk about how working with your client’s tax preparer and educating yourself will only help further deliver value to your clients.

 

Ideas Worth Sharing:

‘Every financial advisor is doing some kind of tax planning already.’ - Steven Jarvis, CPA Share on X ‘There isn’t a certain level of tax nerdiness that you need to achieve.’ - Steven Jarvis, CPA Share on X ‘Advisors and CPAs can do so much to add value to clients.’ - Steven Jarvis, CPA Share on X

Resources In Today's Episode:

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