Delivering Massive Client Value Through Tax Planning in 2021 - NAPFA Credit Only

Delivering Massive Client Value Through Tax Planning in 2021 - NAPFA Credit Only

D-Income Tax Planning

Steven Jarvis

Member: $39.00
Non-Member: $59.00Your price

Published: 10/15/2021 5:00:00 AM

Recorded at the NAPFA Fall 2021 National Conference. Session recording available until April 15, 2022.


This session will present top tax planning strategies for 2021, with technical details as well as the "how to" of communicating them to clients and then delivering on the strategies.

Real world examples of how to partner with other professionals (CPAs) on these topics to better serve clients, along with how these strategies are impacted by any then current or expected tax law changes.

Learning Objectives:

  • Learn or improve your understanding of at least one tax planning strategy.
  • Leave with specific action steps advisors can implement as soon as they get back to their offices to enhance their tax planning for clients.
  • Understand how current and expected tax law changes impact your clients.

Speaker Bio:
Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients to help reduce most people's largest expense in retirement: taxes! With over 10 years of experience from top accounting firms and by partnering with some of the most successful financial advisors in the industry, Steven is uniquely positioned to help financial advisors deliver massive value to their clients AND stay between the lines on compliance. His valuable skill of distilling endless pages of IRS tax code and case law into easy to explain--easier to implement—offers actionable items that financial advisors can use with their clients today!

1 NAPFA CE in D – Income Tax Planning will be posted in your NAPFA CE record after watching this recording.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.