Beware of Lurking QCD Errors
Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guest is Matthew Jarvis of The Perfect RIA and Jarvis Financial. Today’s topic is Qualified Charitable Distributions (QCDs). There’s a lot to love about making […]
5 Reasons Great Advisors Recommend Capital Gains Harvesting
Retirement Tax Planning through Capital Gains Harvesting Capital gains can be an exciting topic. In simple terms, it means that investments worked out well for clients whose advisors recommend capital […]
Simple Reasons Advisors Should Talk Taxes
Executive Summary: Welcome to the Friday Tax Q&A edition of the Retirement Tax Services Podcast! Steven’s guest is advisor Sten Morgan of Legacy Investment Planning, the author of 7 Mindsets […]
Winning At The Whiteboard For Financial Advisors
Executive Summary Welcome to the Value Wednesday edition of the Retirement Tax Services Podcast! Steven’s guest for the previous episode was Sten Morgan of Legacy Investment Planning. This episode builds on […]
Should Financial Advisors Give Away the Store to Add Value? With Sten Morgan
Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guest is Sten Morgan of Legacy Investment Planning, the author of 7 Mindsets of Success. Sten’s approach to prospective clients […]
Why Advisors Need To Collect Client Tax Returns
Executive Summary: Welcome to the Retirement Tax Services Podcast! It’s Tax Q-and-A Friday again and Steven Jarvis is focused on client and prospect tax returns: Have you started requesting them […]