Too often, taxpayers assume that talking to their preparer once a year is all the tax help they need, which means opportunities are missed. This webinar will cover tax strategies that advisors can identify, communicate, and put in motion with clients before the year ends. Webinar participants will gain confidence to deliver tax planning value to clients. While some clients might not need to take action this year, value may still be delivered by going through the process and informing clients of what has been done and showing that someone is taking care of them (a.k.a the dishwasher rule).Specifically, this session will cover strategies in the following three areas:
Steven Jarvis aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes! With more than 10 years of experience from top accounting firms and by partnering with some of the most successful financial advisors in the industry, Jarvis is uniquely positioned to help financial advisors deliver massive value to their clients and stay between the lines on compliance. A valuable skill of his includes distilling endless pages of IRS tax code and case law into easy to explain, easier to implement, actionable items that financial advisors can use with their clients today!