Click Here To Listen To The Retirement Tax Services Podcast
Are you trying to learn how to deliver massive tax value to your clients? Then look no further. Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
Advisor Tax Mistake #6 – Your tax knowledge isn’t getting you more clients
One of the best parts of working exclusively with financial advisors is that I get to meet a lot of really interesting and really smart people, especially when it comes to taxes. However even the most tax-smart advisors, ones who can run laps through the tax code, often struggle with how to communicate tax strategies to clients AND how to leverage their tax planning knowledge to differentiate themselves from every other advisor when meeting with prospects.
While my last article focused on getting tax returns from clients, in this article I’m going to focus more specifically on getting tax information from prospects and demonstrating to them how working with you will prevent them from overpaying the IRS.
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Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do
Background One of the most commonly-searched phrases around taxes and retirement is “retirement tax brackets.” Your clients want to know what to expect in retirement. However, when it comes […]
There is a fantastic opportunity for advisors to add value for their clients by checking in midyear and reviewing a pay stub to make sure their clients are on track.
The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.