With a change in administration, tax law changes are set to be a major focus in 2025, offering a prime opportunity for financial advisors ready to tackle these challenges head-on.

Join Steven Jarvis, CPA, MBA, as he shares a practical framework to help you guide your clients through tax planning—even when the rules remain unclear.

And before any gets too lost in their crystal ball, it’s important to remember the IRS is still rolling out key provisions of SECURE 2.0, making 2025 a critical year to understand and leverage this evolving legislation.

Steven’s ability to distill complex tax regulations into actionable strategies ensures you’ll leave with practical tools to enhance your client relationships and stay ahead of the curve. Don’t miss this opportunity to position your practice as a trusted resource in an uncertain tax landscape.

Learning Objectives:

• Understand the impacts of SECURE 2.0 that take effect (or have been clarified) in 2025
• Learn a framework for communicating with clients on tax planning in the midst of tax uncertainty
• Determine which tax planning strategies can still help your clients while we wait for potential tax law changes to become more clear

Meet the speaker

Steven Jarvis

CEO and Head CPA at Retirement Tax Services