Ep 20: How Best to Implement Tax Planning With Your Clients

Episode 20: How Best to Implement Tax Planning With Your Clients

Guest: Steven Jarvis, CPA | Ep. 20

Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, partner at Dominion Enterprise Services, a firm specializing in tax advisory and compliance for financial advisors.

Today’s guest is Steven Jarvis, CPA, a tax expert dedicated to bridging the gap between financial advisors, tax professionals, and their clients. With over a decade of experience at top accounting firms, Steven specializes in helping advisors reduce their clients’ largest retirement expense—taxes!

Key Takeaways:

✅ Start with Tax Returns – Advisors should collect tax returns from clients annually to make data-driven decisions.
✅ Every Money Move is a Tax Move – Whether intentional or not, advisors are always doing tax planning—the key is to do it strategically.
✅ Focus on the Relevant Tax Code – The IRS code is massive, but advisors only need to focus on what’s most relevant to their clients.
✅ Leverage Available Resources – Programs like Retirement Tax Services and The American College offer structured learning paths for advisors.
✅ The Tax Industry is Changing – With fewer professionals entering accounting, advisors need tax partnerships to better serve their clients.

💡 If you’re an advisor looking to enhance tax planning within your practice, this episode is packed with actionable insights!

🔗 Connect with Steven Jarvis:

• LinkedIn
• Retirement Tax Services

📩 Stay updated on tax & financial insights for advisors: Subscribe Here
☕ Book a coffee chat with Catherine: Schedule Here
🌐 Learn more: www.DominionEs.com

‍