Apr 24, 2023
Throwback time: Our favorite episode from last year: "Tales from
Tax Season"
As this year's tax season is past us, let's remind ourselves of the
most common questions that clients are bringing up and asking about
taxes – especially during tax season. I share some of the most
common questions and some stand-out issues...
Apr 17, 2023
In this episode Steven is joined by Financial Advisor Aaron Erişkin, who has literally never paid a dime to the IRS. We are all for not "tipping the IRS", but typically we don't advocate for not paying anything at all. In Aaron's case though it makes a lot of sense as he is based on London and not subject to US...
Apr 10, 2023
"Financial planning" can mean a lot of things but Steven Jarvis and his guest Danny Lohrfink, Chief Product Officer at wealth.com agree that taxes and estate planning are two areas that every client should be getting help with. Steven and Danny discuss the challenges of Financial Advisors being able to help in these...
Apr 3, 2023
Steven's guest on today's episode is none other than Sheryl Rowling, a fellow CPA and creator of Morningstar's Total Rebalance Expert Software. Sheryl started her career preparing taxes and then saw the saw of tax planning and embraced. While she didn't set out to create an industry-wide tool, her frustration with...