Retirement Tax Services Podcast

Steven Jarvis,CPA is joined by Brad Wooten to discuss why consistent execution and clear communication matter more than finding a new tax strategy. Drawing on Brad's presentation at the Summit, they explain how financial advisors can find CPAs whose services fit each client's needs, clarify who leads tax planning, and set realistic expectations around fees and year-round support. They explore how sharing context through 1099 and backdoor Roth letters can help prevent reporting mistakes. Brad also shares why demonstrating value builds stronger referral relationships than asking for introductions, and how his own service packages are changing to include more ongoing support. https://zurl.co/G3d8M

Steven Jarvis,CPA is joined by Michael Eckstein to discuss how financial advisors can help clients find the right tax professional. They explore the differences between basic tax preparation and ongoing advisory services, why fees should reflect the service clients actually need, and how to set realistic expectations for communication. Michael explains why recurring quarterly meetings may not solve a client's concerns and shares his approach to year-end planning. They also discuss questions advisors should ask about investment-related tax forms, IRS letters, and additional fees. Finally, Steven and Michael explain how a year-end 1099 letter can give tax preparers the context they need to report an advisor's recommendations correctly. https://zurl.co/JHr4L

Steven Jarvis,CPA is joined by Matthew Jarvis to discuss one of the biggest takeaways from the 2026 Summit: turning ideas into action. They explain why attending a conference or learning something new is only valuable if advisors actually implement what they learn. Steven and Matthew walk through the importance of measuring how much time and money advisors are investing in professional development. They discuss how to identify the gap between where an advisor is today and where they want to be, and the value of learning from advisors who are already achieving the results you want instead of trying to reinvent everything yourself. Finally, they encourage advisors to decide what results they want and what price they are willing to pay to achieve them. https://zurl.co/lvP8z

Steven Jarvis, CPA, welcomes Naomi Owotumi from Jump AI to discuss the growing intersection between wealth management, tax planning, and technology. Naomi explains how Jump goes beyond note-taking by analyzing client conversations to identify insights, sentiments, follow-up tasks, and business opportunities. They discuss how the timing of the tax conversation matters, with tax topics often being introduced halfway through or later in a meeting, which can lead to less follow-through. Naomi explains how creating a dedicated tax-planning conversation can improve client outcomes and cites a 16% improvement in client sentiments when tax planning is given its own conversation. The conversation also explores how technology can help wealth and tax professionals share information without requiring everyone to attend every client meeting. The episode emphasizes that advisors don't need to have every answer themselves, but they do need to create space for the right conversations and follow through on the opportunities those conversations uncover. https://zurl.co/AR8uJ

Steven Jarvis, CPA, welcomes Brian Smith of Foundational Income Associates back to discuss the difference between life expectancy and longevity and why that distinction matters in financial planning. They explore how advisors can use data and longevity calculators rather than arbitrary ages when building retirement plans. The discussion also highlights how longevity risk can compound other retirement risks, including market and healthcare risk. Brian shares a case study involving a 60-year-old teacher where incorporating guaranteed lifetime income helped improve the plan's probability of success. They also discuss how advisors can use professional resources and specialists to navigate the growing complexity of retirement planning. Ultimately, the conversation is about making intentional, data-informed decisions instead of allowing longevity assumptions to happen by default. https://zurl.co/U4lEy