Tax Planning
Made Actionable
Your clients should pay every dollar of tax they owe, but there are no patriotic awards for tipping the IRS!
About Steven
About Steven
Taxes are the single largest expense most people will pay during their life and certainly in retirement.
The tax code feels endlessly complicated but for the well prepared can be a treasure trove of opportunity. Steven is dedicated to empowering financial advisors with the actions they can take to deliver massive value through tax planning. Your clients should pay every dollar of tax they owe, but there are no patriotic awards for tipping the IRS!
About Steven
Steven Jarvis is proudly the “least boring” CPA you’ll ever meet.
He proudly has NOT committed the entire tax code to memory and instead focuses on teaching financial advisors how they can actually work with their clients to help them not get killed on taxes. Everything Steven does is focused on how to take action. Google can recite the law, Steven gives the roadmap for taking relevant tax planning strategies from an idea on a whiteboard to real clients saving real money and creating real impact over the lifetime of their wealth. Steven is a licensed CPA, has an MBA, has taught as an adjunct professor and has given tax planning presentations to audiences large and small across the country. Steven is also a sought after author having published a book on tax planning and contributing articles to renowned publications throughout the industry.
When he’s not talking taxes Steven is always in search of a new adventure and is currently focused on obstacle course racing and other endurance events and even gets the whole family involved as his wife and two kids are often along for the journey.
Steven's Talks
Delivering Massive Value Through Tax Planning
Every money decision has a tax impact, the only question is are you proactive with your tax planning or simply hoping for the best? In this talk Steven shares what really works in practice from his own experience and from working with hundreds of Advisors who deliver massive value to their clients. Attendees will leave with clear actions they can take around getting and review client and prospect tax returns, communicating effectively around tax planning and building great relationships with CPAs.
As a bonus Steven shares the most common pitfalls and mistakes he sees advisors make and what attendees can do to avoid the same.
Real Talk on Roth
Headlines around Roth accounts are endless but Roth remains one of the most widely available tools for creating tax free wealth. In this talk Steven cuts through the noise and gives actionable advice on how financial advisors can set themselves apart through a proactive strategy around Roth for their clients. Roth isn't the right answer for every client, every year but it is too valuable to not be considered. This session gives advisors the tools to effectively and efficiently incorporate Roth planning into their practices.
Having worked with Advisors and clients on everything from annual Roth contributions to million dollar plus conversions and backdoor Roth contributions, Steven speaks from a wealth of firsthand experience and shares the steps needed to make this a valuable addition to any client relationship
Tax Planning Update: Incorporating the latest and greatest in to your practice
The near constant changes in tax laws, rules and interpretations are frustrating, but for the well prepared they are an opportunity to deliver value to clients and win prospects. Just because your crystal ball is broken does not have to mean that you are helpless to guide your clients through the uncertain landscape that is our tax laws.
In this session Steven will cover recent tax law changes that impact retirement and tax planning, effectively communicating with clients around uncertainty, how to make long-term plans in spite of tax uncertainty and how to be a first mover when tax laws change without giving up your weekends reading congressional bills.
Steven's Testimonials
We loved having Steven speak at our quarterly meeting. Steven’s insight, energy, humor and actionable information made for an incredible experience. I’d highly recommend him for any team looking to strengthen their understanding of tax strategy.
Ben Beshear CFP, AWMA
CEO & Private Wealth Advisor
What I love about Steven's presentations is that you're given very specific action items and things to take away and implement immediately. The only way attending a session with Steven is not going to have a tremendous impact on your practice is if you don't implement what you learn. Steven very openly shares what really works in practice, things like the actual templates and scripts he uses with clients and how to incorporate your team into the process. Having Steven speak on tax planning is priceless"
Jennifer J. Johnston CFP, BFA
​President, genFinance, LLC
Connect with Steven
(907) 313-6902
