Tax Preparer and CFP with Jason Speciner, Ep. 114

Summary: This week Steven is joined by fellow CPA, Wendy Barlin, to talk about the difference between someone who prepares taxes and someone who is actually a tax advisor. Wendy and Steven talk about some of the challenges the tax industry has faced and the opportunities those challenges create. Wendy has successfully grown and sold a tax prep firm and now works with other tax firm owners to improve their people, processes and profits to make sure taxpayers are truly receiving a valuable service.

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Listen in to this week's episode as Steven is joined by a self proclaimed "Tax Savings Architect", Mark Myers. Mark serves his clients alongside their financial advisor and tax professional by helping to identify and design advanced tax planning strategies. Mark is all for the basic, consistent things that taxpayers can do over time, but also helps his clients leverage the full extent of the 75,000+ pages of IRS code to make sure they are making informed decisions that help minimize their taxes.

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In a special episode this week Steven is joined by a tax professional who doesn't do any tax preparation. Kristine Stevenson is an Enrolled Agent who previously worked for the IRS and now specializes in tax resolution work. Steven and Kristine talk about what tax resolution work includes and when it might be something a taxpayer needs to pursue. They also discuss what it's like working for the IRS and how their systems and communications work.

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In this week's episode Steven is once again joined by Michael Eckstein, an enrolled agent who takes a no nonsense approach to helping his clients get taxes and business right. Steven and Michael share pet peeves on working in tax and talk about taxpayer's obsession with the "sexy" strategies while skipping over all the basic stuff that everyone should do every year. Listen to the end as Steven and Michael share action items for improving taxpayer experiences.

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In this week's episode the Least Boring CPA is joined by Ben Lake, a financial advisor with an incredibly unique niche. Listen in as Ben shares his back story and talks with Steven about the tax intricacies of working with self-employed clients, especially ones who are becoming self-employed for the first time. This episode has great insight into the questions you should be asking and Steven and Ben both share their top recommendations on actions that have to happen the first year of self-employment.

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Summary: Steven is joined this week by Chris Gaddis, Managing Partner of GP Agency, to talk about benefits employers can offer that help impact their team members lives, and have a tax benefit. Like every other topic the conversation focuses on making great decisions first, and then figuring out the most tax efficient way to go about it. Chris shares his insight on where he is seeing business owners make an impact to their teams and their bottom lines.

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This week's episode is a special one in that Steven is not being joined by a CPA or CFP. Steven's guest this week, Ashley Quamme, is actually a Fractional Financial Behavior Officer (don't worry, they talk about what that is) and specializes in helping financial planning firms go beyond the numbers and understand how their clients think, feel and do money. Steven and Ashley explore the science behind some of the things Steven has learned and does in his own practice and the advice he shares with Advisors. This is an incredibly insightful conversation that will give you a different angle for improving your tax and financial planning skills.

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In this episode Steven is joined by a fellow podcaster and money nerd, Brenton Harrison. Brenton is a financial advisor focused on helping first-generation high income earners as they navigate financial planning topics, including taxes! Brenton has found huge success including tax planning in his offering and spends a lot of time educating his clients, his audience and anyone who will listen about money and taxes. Listen and Steven and Brenton share lessons learned in communicating and educating on taxes.

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The tax code applies differently in a lot of different situations, including for active and retired members of the military. In this episode Steven is joined by Brandon Lovingier, a financial advisor dedicated helping people in the military navigate tax and financial planning. Listen in as Steven and Brandon go through some of the unique tax aspects for military members and their families.

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Steven Jarvis, CPA is joined in this episode by the founder and President of Advisorist, Jeremiah Desmarais as they talk about ways Advisors can spend more time delivering value and less time drowning in tasks that could be delegated. Jeremiah brings deep experience and countless success stories of helping Advisors take their practices to the next level and Steven brings it all back to tax planning (this is still a tax podcast after all). Listen through to the end as Steven and Jeremiah share some exciting upcoming collaborations that will offer Advisors a chance to go deeper and get resources that will help them make 2024 the best year yet.

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