Licensed Public Accountants can add unimaginable worth to the service that monetary advisors present to their shoppers. Past fundamental accounting practices, they will function highly effective companions, particularly in the case of tax planning methods, which might result in added development for an advisor’s enterprise.
On this episode, Steven Jarvis, who payments himself as “The Least Boring CPA,” explores that potential with us.
The Jarvis title could also be acquainted: Matthew Jarvis, Steven’s brother and enterprise associate, who was additionally a visitor on this present, is a well-liked podcast host and CFP.
Within the first decade of his accounting profession, Steven was on the partnership trajectory at a nationwide agency. That’s when he realized that his work was typically relegated to a single web page inserted right into a a lot bigger report—and it didn’t have almost the affect he had hoped for.
As Steven put it, “There was a disconnect between my means to make change and my want to take action.”
Since then, Steven has discovered the connection he was on the lookout for. Because the founder and CEO of Retirement Tax Providers, he works with monetary advisors on tax planning by way of a year-round tax service mannequin that retains the monetary advisor within the driver’s seat.
What does that actually imply? On this episode with Louis Diamond, Steven solutions that and extra, together with:
Basically, Steven covers all of the bases round taxes so advisors can deal with delivering what he calls “huge worth” to their shoppers.
Steven lives as much as his title as “The Least Boring CPA” and is beneficiant with sharing his information, so you’ll want to tune in.
