112: How to Help Your Clients Not Get Killed on Taxes with Steven Jarvis

The Efficient Advisor: Tactical Business Advice for Financial Planners · Apr 18, 2023 · 41m

He’s baaack! I’ve talked about this before on the podcast… but integrating tax planning into our business changed everything. I think when we started collecting tax returns, plugging them into our software, doing analysis, looking for areas of opportunity… we really separated ourselves from other advisors. When we got really good at this– that’s when we started to stand out from our competitors. I felt so good about the planning that we did and how much value we added to clients. Demystifying taxes, savings clients, money, and being thoughtful about their future tax situation was adding so…