Year-End is Approaching. It's Time to Talk Taxes. A Conversation with Steven Jarvis, CPA.
The material is framed around tax planning as a way for advisors to add value and open deeper client conversations, with a walkthrough of documents and meeting tactics rather than product discussion. It may be useful for advisors who want a repeatable process for year-end reviews and for coordinating with outside tax professionals.
Summary
By the retirement & income deskA Nitrogen webinar in which Chris Quandt speaks with Steven Jarvis, CPA, CEO of Retirement Tax Services, about how advisors can build year-end tax planning into client service. The conversation covers the three areas of tax planning, what to review on a client's Form 1040, why to request multiple years of returns, and how to spot year-end opportunities and warning signs. It also addresses starting tax conversations with clients, Roth conversion candidates and caveats, working with a client's CPA, and using what-if scenarios before year-end, followed by Q&A.
- The session outlines three areas of tax planning every advisor should understand and what to review on a client's 1040.
- Jarvis argues total tax matters more than the size of a refund and recommends requesting three years of tax returns.
- The webinar covers year-end opportunities and warning signs, and how to introduce tax planning into client conversations.
- It discusses who may be a Roth conversion candidate, cautions about Roth conversions, and how to collaborate with a client's CPA.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Meet Steven Jarvis, CPA | 2 min | |
| The three areas of tax planning | 3 min | |
| What advisors should review on a client’s 1040 | 5 min | |
| Why total tax matters more than a refund | 3 min | |
| Why advisors should request three years of tax returns | 2 min | |
| Year-end opportunities and warning signs | 5 min | |
| How to start tax conversations with clients | 7 min | |
| Connecting tax planning to long-term goals | 4 min | |
| Working effectively with a client’s CPA | 4 min | |
| Who should consider a Roth conversion? | 5 min | |
| Important truths about Roth conversions | 5 min | |
| Balancing tax math with client action | 3 min | |
| Using “what-if” scenarios before year-end | 4 min | |
| Q&A: Roth IRAs and traditional IRAs | 2 min | |
| Three takeaways from a tax-planning meeting | 6 min | |
| Q&A: Payroll deductions and pre-tax contributions | 2 min | |
| Resources and closing thoughts |
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