Being tax aware in 2026 with Brooke Cecil
Retirement Tax Services Podcast
Steven is joined once again this week by our good friends at Belay to share important tax information and give best practices for getting the whole team involved. Brooke Cecil, Belay's Vice President of Accounting Services, draws from her wealth of experience and knowledge to help listeners get ready for the new year without taking on more work themselves. Steven and Brooke give concrete action steps for helping you identify where there are opportunities to deliver more value on tax planning, AND how to know where you can delegate so you can still spend your time on the things only you can do....
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Taxes and Real Estate with Ryan Carriere
Retirement Tax Services Podcast
This week, Steven is joined by a fellow CPA who specializes in tax planning for all things Real Estate, Ryan Carriere. Ryan shares his experience with going deep on the tax side when it comes to all the hype you see on social media and helps sort out what is real and what is wishful thinking. Like any other tax strategies, the taxes are just one consideration and not the driving force behind what does or doesn't make real estate a great idea for a particular client. Steven and Ryan discuss where value can come from and the traps to avoid when it comes to tax planning and preparation in this...
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The Wealth Ladder with Nick Maggiulli
Retirement Tax Services Podcast
In this episode, Steven is joined by author and COO of Ritholz Wealth Management, Nick Maggiulli. In addition to sharing all about his new book, the Wealth Ladder, Nick dives into the details of how Ritholz added tax preparation 4 years ago and the journey they've been on since. Listen to the end as Nick and Steven share examples of how integrating tax services is about more than simply hiring or acquiring.
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CPA to CFP Journey with Jennifer Climo
Retirement Tax Services Podcast
Steven is joined this week by a fellow CPA, Jennifer Climo, who was an early trend setter when it came to bridging the gap between tax and financial planning. Jennifer shares her journey of seeing the value in truly comprehensive planning and the growth of her firm as their service offering has evolved. She goes into detail on how systems have made all the difference in both their value to clients and their ability to recruit and train top talent. Steven and Jennifer also discuss the recent RTS Summit and the impact it had on all attendees.
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From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA
Retirement Tax Services Podcast
In this episode, Steven Jarvis, CPA, recaps the highlights and key takeaways from Summit 2025, where nearly 300 financial advisors came together to elevate their tax planning, client engagement, and marketing strategies. Steven shares how the event has grown into a hub for professional development, team building, and innovative tools that help advisors deliver more value to clients. From actionable steps to refining tax strategies to creating a positive client impact, Steven reflects on what made this year’s summit stand out, and what’s coming for Summit 2026.
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Defining Defined Benefit Plans with David Podell
Retirement Tax Services Podcast
In this episod,e Steven is joined by David Podell, a true specialist in the world of defined benefit plans. More traditional retirement accounts get a lot of attention, and rightfully so. Solo K's and SEP IRAs are more universally applicable, but for the right business owner, a defined benefit plan can supercharge their ability to put away qualified money. David shares from his extensive experience working alongside taxpayers and other financial advisors to design, implement and execute defined benefit plans. This episode is a must-listen for any financial advisor who is a business owner or...
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Everything I learned, I learned from a tax return with Mark Cecchini
Retirement Tax Services Podcast
This week, Steven is joined by Mark Cecchini, Director of Wealth Solutions at Quadrant Capital, to share his experience prepping tax returns early in his financial planning career. Mark didn't plan on tax prep, but worked for multiple firms that had taxes at their foundation and was voluntold to get his hands on the tax prep process. Mark shares the lessons he learned and insight he gained from fully preparing tax returns and what it has meant throughout his career.
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Was Roth a HUGE mistake because of O3BA? with Micah Shilanski, CFP®
Retirement Tax Services Podcast
This week, Steven is rejoined by Micah Shilanski to once again share wisdom and perspective on all things tax planning. They kick off the episode talking about whether tax rates staying the same under O3BA changes their approach to Roth conversions (it doesn't) and share best practices for how to effectively communicate the value and execution of Roth conversions. Steven and Micah also run through key provisions of the newest tax law change that impact their clients and what they are and aren't going to spend their time on as the year wraps up.
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Annuities in the real world with Brian Smith
Retirement Tax Services Podcast
Steven is once again joined this week by Brian Smith from FIA to talk about something that will effect nearly every financial advisor at some point in their career: annuities that are no longer meeting client needs. 1 in 5 retirees have an annuity product of some kind, so it's a matter of "when", not "if," advisors will come across products that need to be evaluated to determine if they still fit in a client's plan appropriately. Brian provides a real-life example of how FIA recently helped an advisor navigate this challenge and ultimate help the client win.
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Tax filing season after a big, beautiful law change with Brad Wooten, CPA
Retirement Tax Services Podcast
This week, Steven is joined by a fellow CPA, Brad Wooten, to discuss what the major tax law changes mean for tax preparers for the next filing season. This is a valuable discussion for financial advisors to gain insight into what this next tax filing season will be like for their clients' tax pros and how the advisor can help create better client outcomes through proactive communication. Brad and Steven share a perspective on the logistics of going from Congress passing a bill to tax returns actually getting filed, and what it means for the pressure and timing clients will experience this...
info_outlineIn this episode, Steven is joined by the CEO of Altruist, Jason Wenk, to talk about a reporting issue that happened at multiple custodians this last tax filing season. Jason openly shares what happened, how it happened, how Altruist responded, and shares a little insight along the way of what it's like to build a tech-forward custodian platform. This episode is a must listen as Jason gives an incredible example of how to be a leader in spite of challenges and shares some of the exciting things that Altruist has in store in the future. Be sure and listen to the full episode and be ready to take notes as Jason shares clear action steps any leader can take when faced with challenges.