From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA

In this episode, Steven Jarvis, CPA, recaps the highlights and key takeaways from Summit 2025, where nearly 300 financial advisors came together to elevate their tax planning, client engagement, and marketing strategies. Steven shares how the event has grown into a hub for professional development, team building, and innovative tools that help advisors deliver more value to clients. From actionable steps to refining tax strategies to creating a positive client impact, Steven reflects on what made this year’s summit stand out, and what’s coming for Summit 2026.