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Steven’s guest this week is Dominique Henderson, the founder of DJH Capital Management and The Jumpstart Coaching Lab. A lot of his time spent mentoring other advisors leads him to encourage them to get involved with tax planning. Join in as Steven and Dominique share their insights and experiences on working with other tax professionals…
 
Advisor Benjamin Brandt, host of the Retirement Starts Today podcast returns to the show this week. An expert on surge scheduling, Ben has made a masterclass based on his experience available through The Perfect RIA. Tune in as Steven and Ben discuss everything from cash flow and income taxes to systematizing surges to maximize value.…
 
This week on the Retirement Tax Services Podcast, Steven’s guest is Eric Shadowens, a CPA whose primary focus is real estate. Taxes are a big segment of his planning process, so part of their conversation goes over the importance of documentation and reminding clients to make sure that they do more than just “keep the receipt”…
 
Steven’s guest this week is Michael Eckstein, the founder of Resting Business Face (formerly known as Eckstein Advisory). Not many advisors focus on serving super small businesses such as freelancers, but Michael and Steven discuss the value that one can provide to this particular demographic.
 
Steven’s guest this week is Matt Miner, founder of Miner Wealth Management and host of the Work Pants Finance podcast. Despite being a relative newcomer to the financial world, he’s got a proven philosophy for working with other COIs. Tune in as Steven and Matt discuss the pain points that advisors should resolve promptly with their clients.…
 
Steven’s guest this Monday is Maggie Klokkenga, the founder of Make a Money Mindshift. Maggie’s services include helping clients vet prospective tax preparers for doing their taxes. Join Maggie and Steven as they discuss the importance of hiring a good tax preparer and the potential value add they can offer!…
 
This week on the Retirement Tax Services Podcast, Steven’s guest is CPA Mike Jesowshek, host of the Small Business Tax Savings Podcast and founder of JETRO and Associates. Today’s focus is tax planning strategy—by maximizing deductions—for yourself and your clients. Are you interested in content that provides you with action steps that you can take…
 
Micah Shilanski joins Steven on the podcast this week to talk about a recent experience his team had with a problematic tax return. Micah's team noticed some red flags and then sent the return to the RTS team for review. Keep listening to find out how they resolved the situation without ruffling any feathers.…
 
Steven’s guest this week is Jamie Bosse, a CFP with Aspyre Wealth Partners. She’s an established author, having published articles and books on financial literacy. On this episode, Steven and Jamie discuss retirement tax planning for her clients, who are mostly young entrepreneurs.
 
Steven’s returning guest this week is advisor Matthew Jarvis of The Perfect IRA. Today’s topic is a combination of backdoor Roth contributions, IRS Form 8606, and the Pro Rata Rule. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerfu…
 
Steven’s guest this week is advisor Thomas Kopelman, who just co-founded Allstreet Wealth. While many financial planners focus on retirees, Thomas’ niche is millennials. He often does tax planning for people whose income level is still on the rise. Are you interested in content that provides you with action steps that you can take to deliver massiv…
 
It’s Tax Q&A Friday and Steven has a question submitted by an advisor via LinkedIn. Jim asks if we’d do an episode on donor-advised funds (DAFs). The short answer is, “Yes, we’d be happy to.” Donor-advised funds aren't the only means of charitable giving but they have to be considered if a client is charitably-inclined.…
 
Steven’s guest today is CFP Matthew Daugherty. They discuss how tax planning is possible, even with Compliance looking over your shoulder and how that relationship doesn't have to be adversarial. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to lo…
 
Instituted through the Affordable Care Act, the Premium Tax Credits is a shadow tax that must be considered when making recommendations. It can easily be missed unless one is looking for it beyond the client's marginal tax rate. Therefore, Steven is focused on illuminating the core aspects of this often overlooked shadow tax.…
 
Child tax credit payments started rolling into American bank accounts in July of 2021. In fact, the IRS technically calls these “advanced child tax credit payments.” Congress's decision to prepay a portion is creating a risky situation for some, but Steven is not politicking for or against it. Instead, he wants financial advisors to be warned about…
 
Steven’s guest this Monday is financial advisor Ethan Pepper. Steven and Ethan discuss a client with a complicated tax situation: she is a dual citizen of the US and Italy, she's got multiple forms of equity compensation and she's recently sold a house in Italy. Are you interested in content that provides you with action steps that you can take to …
 
Steven’s guest for this Tax Q&A Friday is Taylor Schulte of The Stay Wealthy Podcast and Experiments In Advisor Marketing. Today’s episode answers another submitted question: When should you NOT recommend doing a Roth conversion? Are you interested in content that provides you with action steps that you can take to provide massive tax value to your…
 
There are many people who view tax forms, codes, and the IRS as almost other-dimensional. Lacking your familiarity, they consider these things utterly beyond their ability to grasp. Chances are high that some of your clients experience confusion, anxiety, and more. That’s why Steven’s focus today is de-fanging the experience Are you interested in c…
 
There’s more to financial advising and tax planning than selling your services. There’s more to marketing than just email, too. However, both are still important if you’re out to grow your practice. Steven's guest this week is James Pollard, host of the Financial Advisor Marketing podcast and he's here to bring you practical advise. Are you interes…
 
Steven’s returning guest this Tax Q&A Friday is Taylor Schulte of The Stay Wealthy Podcast and Experiments in Advisor Marketing. Today’s episode answers a submitted question: “I would like to know if Taylor’s ever recommended a Roth conversion, but then had a client decide not to do it because their tax preparer didn’t recommend it?" Are you intere…
 
Steven’s topic today is somewhat controversial: Paypal co-founder Peter Thiel’s billion-dollar IRA. Steven’s not interested in politics. Instead, he’s been inspired to discuss how you, as an advisor, should use Roth accounts and clear expectations to deliver value to clients. Are you interested in content that provides you with action steps that yo…
 
Steven’s guest this Monday is advisor Carl Richards, also known as the Sketch Guy. He regularly advocates keeping financial advice simple enough to fit on a single page. Today, Steven and Carl discuss guiding clients through stormy times. Are you interested in content that provides you with action steps that you can take to provide massive tax valu…
 
On this episode of Tax Q&A Friday, Steven along with his guests Phillip and James are focusing on do-it-yourself tax preparation’s pitfalls. The question is “What do you typically see go wrong with clients who insist on preparing their own taxes?” Between Roth conversions and other strategies, there’s a lot that financial advisors may have to fix. …
 
Steven’s guests this Monday are Phillip Christenson and Jim Sexton of Phillip James Financial. Phillip, a CFA; and James, a CPA ,comprise an independent practice that provides both wealth management and tax preparation services. A professional advisor-accountant partnership isn’t run-of-the-mill. But the surprising part is how they got their practi…
 
If you currently provide tax-related services—or you’re considering adding them—do your clients really understand what that means? When you tell people you provide tax planning, what exactly are you taking responsibility for? On today's episode Steven talks about the value of making sure that your client knows what you do, and then delivering on th…
 
Steven’s guest today is Penny Phillips of the national RIA firm, Journey Strategic Wealth. Journey began as a team of independent RIAs. At that time, a new financial advisor’s options were either joining a pre-established firm or going into business 100% solo. Penny and her partners sought to offer a middle ground.…
 
Steven’s guest today is Dan Cuprill of The Profitable Advisor. As a longstanding financial planner and a teacher, Dan advocates value through better systems. He recommends asking, “When I write your plan, would it make sense to develop a strategy to do that?” You can find the show notes and transcript here.…
 
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