NOT SURE IF THE 7-MISTAKES POWER SESSION IS RIGHT FOR YOU?

We guarantee you will find at least $10,000 of actionable advice in this power session, but as a gesture of good faith, even if you don’t attend, here is a tax education piece you can use with clients and prospects today.

DOWNLOAD THE TAX GUIDE

To be emailed a full res version for your use, click above.

*Please note: This tool is copyrighted by Retirement Tax Services. You have our permission to use it exactly as is, with no changes or modifications. Any alterations will be considered copyright infringement and we’ll have to release the attorneys after you.

Have your clients ever come to you with a new income stream and asked, 'Now what?'

Whether it’s a side hustle, rental property, or freelance work, the first question they often ask is:

" Help! I Have a New Source of Income… How Do My Taxes Get Paid?"

A CE-eligible webinar for financial advisors who want to master the real-world application of income tax rules. Join Steven Jarvis, CPA and Matthew Jarvis, CFP® on August 20, 2025, for a practical, client-focused session.

00 Years 00 Months 00 Weeks 00 Days 00 Hours 00 Minutes 00 Seconds

Life changes. Income shifts. Congress rewrites the rules. And your clients? They still look to you to make sure they don’t get hit with a surprise tax bill. Whether it’s a first IRA distribution, a new side hustle, or Social Security kicking in, your clients are experiencing sources of income they’ve never dealt with before. Each one comes with its own tax traps.

This session goes beyond theory. We’re sharing real stories, real mistakes, and exactly how you can guide your clients through change with clarity and confidence.

Steven Jarvis, CPA

Retirement Tax Services CEO

and Head CPA

The Retirement Tax Services Podcast Host

08.20.2025

9 AM PST

Eligible for 1 hour CE Credit

Matthew Jarvis, CFP®

The Perfect RIA Co-Founder

Jarvis Financial Services CEO

Author of "Delivering Massive Value"

What You’ll Walk Away With...

This webinar is designed to help you:

Understand how income taxes are actually paid across 7 key sections of the 1040.

Spot when your clients are at risk of a surprise tax bill—and how to prevent it.

Have confident, compliant conversations about new income sources.

Use withholdings (instead of estimated payments) to simplify client tax planning.

Apply safe harbor rules and explain them in a way clients actually understand.

Deliver scripts, examples, and steps that position you as your client’s tax hero.

Bonus: How to address the Big Beautiful Bill with your clients!

Sound like the kind of guidance your clients are counting on you for?

Make Taxes Make Sense For you and your clients! Join for $47!

what others are saying about retirement tax services

"What I love about RTS is you are given very specific action items and things to take away and implement immediately."

- Jennifer J.

"I didn't even know a service like this existed, what RTS is doing is awesome!"

- Tad H.

"The resources I get from being an RTS Member has already helped me develop fruitful relationships with CPAs"

- Glenn M.

Why You Can’t Afford

to Miss This

Even your smartest clients, the spreadsheet-loving Bobs of the world, get lost when it comes to how their taxes actually get paid. And if they’re confused, imagine how the rest of your client base feels.

This session isn’t just about rules, it’s about real-life application.

We’re pulling back the curtain on how income taxes work across 7 key areas of the 1040, explaining the mechanics behind tax bills, and giving you the scripts, examples, and tools to break it down clearly for your clients. And here's why this session is essential:

Because your clients expect answers, not tax theory. They don’t care about tax brackets, they care about what it means for them. You need to be ready with clear, confident answers when life (or Congress) throws them a curveball.

Because CE credit should actually be useful. This isn’t check-the-box training. It’s 1 hour of CE that will genuinely improve how you show up for clients.

Because tax surprises are client relationship killers. A missed estimated payment or under-withholding can erode trust fast. Proactively addressing it builds lasting credibility.

Because you’ll never get these scripts from a CPA. This is practical, advisor-tested language for handling real conversations your clients are already having, and most CPAs aren’t giving them.

Who’s Leading the Session?

Steven Jarvis, CPA

Steven Jarvis, CPA works exclusively with Advisors and their Clients to help them not-overpay the IRS. His approach to combine tax preparation with tax planning makes him the CPA that Advisors look forward to working with. Steven is a nationally recognized speaker and recently published a book, “Don’t Get Killed on Taxes”.

Matthew Jarvis, CFP®

Matthew Jarvis, CFP has been recognized around the world as having a 'highly-profitable, hyper-efficient, lifestyle practice.' In addition to running his practice, Jarvis is the co-founder of The Perfect RIA podcast, coaching and technology company. While Jarvis his proud of his professional accomplishments, his greatest joy comes from his family. Part of his commitment to family involves taking six months of vacation each year to spend on adventures.

Most clients only see their tax pro after it’s too late to act - you are their best shot at avoiding surprises. Join us and learn how to deliver when it counts.