Featured Speaker
Steven Jarvis topped Michael Kitces’ 2026 list of thought leaders for advisors and is often referred to as “the least boring CPA”.
retirementtaxservices.com
Live Proactive Tax Planning Digital Event + Q&A
August 5th, 2026 from 4:00pm to 5:00pm EST with Q&A to follow
Renowned CPA Steven Jarvis topped Michael Kitces’ 2026 list of thought leaders for advisors and is often referred to as “the least boring CPA”. This will be a live digital event you won’t want to miss! Here’s a sneak peek on what Steven will cover:
Why attend?
Steven Jarvis CPA
Where to find proactive tax planning opportunities in the 2025 tax returnTax-efficient strategies or high-net-worth clients and business ownersSteven’s top 3 tips for proactive tax planningHow to demonstrate reducing someone’s lifetime tax liabilityThe importance of asset location for retirement planningDeduction opportunities that keep tax law black and white