Tax season shouldn’t be a time of surprises, for advisors or their clients. In this 60-minute CFP CE eligible webinar, tax expert Steven Jarvis, CPA, will break down the practical, high-impact tax strategies that actually move the needle for most clients. No gimmicks, no TikTok hacks, just the real-world planning opportunities advisors can confidently incorporate into their practices.

You’ll learn how to set clear tax expectations early, identify the strategies that consistently deliver value, and have smarter, more proactive tax conversations that strengthen client trust. This session is designed for every financial advisor, regardless of specialty or firm size, who wants to help clients keep more of what they earn and differentiate their planning services.

Learning Objectives:

• How to set clear expectations and avoid surprises come tax time.
• The most common tax strategies that help the most people, not the gimmicks that only work on TikTok.
• How EVERY financial advisor can do more on tax planning with crossing the line into tax planning.

Meet the speaker

Steven Jarvis

CEO and Head CPA at Retirement Tax Services