Podcast Listing

THIS WEEK’S PODCAST

From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA

Unlocking the Value of Tax Planning for Advisors Listen

Jun 26, 2023

Getting in the weeds on real estate and taxes with Tyler Harris

Topic:

Real estate comes with a lot of tax nuance but with the right help can provide tremendous value.

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Jun 19, 2023

Delivering Massive Value: The Bonus Edition – with Matthew Jarvis

Topic:

Requesting and reviewing tax returns as a financial advisor puts you in the minority, which creates huge opportunities.

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Jun 12, 2023

Big changes coming for student loans with Fred Amrein

Topic:

With all the COVID changes the last couple of years, a lot of tax and financial professionals are going to be caught off guard by student loan changes in 2023.

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Jun 05, 2023

Should I get my EA designation with Zac Spainhour, EA

Topic:

More important than any designation is what you are actually doing to deliver value to clients

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May 29, 2023

Helping your clients pay more in taxes on purpose with Randy Dippell

Topic:

Tax information is abundant, but not necessarily helpful. Great Advisors need to make sure they are focusing on education in their client process.

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May 22, 2023

Taxes and Investing with Nitrogen CEO Aaron Klein

Topic:

For most people $1 of tax savings is better than $10 of investment return, it's about the emotions behind it.

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May 15, 2023

Throwback: Backdoor Roth and Cream in the Coffee With Matthew Jarvis

Topic:

Don’t fall into the gap between theory and execution

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May 08, 2023

Throwback: Tales from Tax Season-‘Fun’ with States

Topic:

Real-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.

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May 02, 2023

Throwback: Tales from Tax Season – Withholdings and Losses

How to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.

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Apr 24, 2023

Throwback: Tales from Tax Season

Topic:

How to deliver value when having tax conversations with clients.

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