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Inhoud geleverd door Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

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Manage episode 430110315 series 2482489
Inhoud geleverd door Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In this episode, Matthew Jarvis teams up with Steven Jarvis, CPA, from Retirement Tax Services, to unveil the hidden pitfalls of IRA management that could cost your clients dearly. Discover how to navigate IRA rollovers without wiping out your client's retirement dreams. Learn why treating your client's IRA like a personal piggy bank is a recipe for disaster, and how to avoid these self-dealing traps. You'll also gain insights into transforming your practice through proactive and intentional tax planning strategies that set you apart from the competition. Don't let tax complexities derail your clients' financial future.

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Steven Jarvis: LinkedIn | Website - 8606 Masterclass - 37 Point Masterclass On Reviewing Tax Returns - 2nd Annual Tax Summit

  continue reading

746 afleveringen

Artwork
iconDelen
 
Manage episode 430110315 series 2482489
Inhoud geleverd door Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In this episode, Matthew Jarvis teams up with Steven Jarvis, CPA, from Retirement Tax Services, to unveil the hidden pitfalls of IRA management that could cost your clients dearly. Discover how to navigate IRA rollovers without wiping out your client's retirement dreams. Learn why treating your client's IRA like a personal piggy bank is a recipe for disaster, and how to avoid these self-dealing traps. You'll also gain insights into transforming your practice through proactive and intentional tax planning strategies that set you apart from the competition. Don't let tax complexities derail your clients' financial future.

Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Steven Jarvis: LinkedIn | Website - 8606 Masterclass - 37 Point Masterclass On Reviewing Tax Returns - 2nd Annual Tax Summit

  continue reading

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