Real-World Tax Planning with Michael Kitces and Steven Jarvis, CPA
Turning Tax Planning from a Theory into a Repeatable Value-add for Every Client!
Step 1: Listen to the ...
"Working More Collaboratively With Clients' CPAs For Better Tax Planning (And Cross-Referral) Outcomes"
"Working More Collaboratively With Clients' CPAs For Better Tax Planning (And Cross-Referral) Outcomes"
Steven Jarvis, CPA, joined Michael Kitces on the Financial Advisor Success Podcast to talk about what real tax planning looks like for advisors. Not just theory, but actionable steps that strengthen client relationships and build trust.
We’ve put together the resources discussed on the podcast so you can start implementing right away.
Get the tools and resources Steven and Michael discussed during the episode.
Sign up to access the downloadable guides and links designed to help you bring real tax planning into your client conversations.
Step 2: Schedule Your Advisor Tax Checkup
After you’ve listened, schedule an Advisor Tax Checkup with our team.
It’s a short, focused conversation where we’ll review your current process and show you how to provide meaningful, repeatable tax value to your clients, without turning into a CPA.