In this episod,e Steven is joined by David Podell, a true specialist in the world of defined benefit plans. More traditional retirement accounts get a lot of attention, and rightfully so. Solo K's and SEP IRAs are more universally applicable, but for the right business owner, a defined benefit plan can supercharge their ability to put away qualified money. David shares from his extensive experience working alongside taxpayers and other financial advisors to design, implement and execute defined benefit plans. This episode is a must-listen for any financial advisor who is a business owner or works with them.

https://zurl.co/Hjl5Y

This week, Steven is joined by Mark Cecchini, Director of Wealth Solutions at Quadrant Capital, to share his experience prepping tax returns early in his financial planning career. Mark didn't plan on tax prep, but worked for multiple firms that had taxes at their foundation and was voluntold to get his hands on the tax prep process. Mark shares the lessons he learned and insight he gained from fully preparing tax returns and what it has meant throughout his career.

https://zurl.co/2OHlE

This week, Steven is rejoined by Micah Shilanski to once again share wisdom and perspective on all things tax planning. They kick off the episode talking about whether tax rates staying the same under O3BA changes their approach to Roth conversions (it doesn't) and share best practices for how to effectively communicate the value and execution of Roth conversions. Steven and Micah also run through key provisions of the newest tax law change that impact their clients and what they are and aren't going to spend their time on as the year wraps up.

https://zurl.co/iXixr

Steven is once again joined this week by Brian Smith from FIA to talk about something that will effect nearly every financial advisor at some point in their career: annuities that are no longer meeting client needs. 1 in 5 retirees have an annuity product of some kind, so it's a matter of "when", not "if," advisors will come across products that need to be evaluated to determine if they still fit in a client's plan appropriately. Brian provides a real-life example of how FIA recently helped an advisor navigate this challenge and ultimate help the client win.

https://zurl.co/Uhf0Y

This week, Steven is joined by a fellow CPA, Brad Wooten, to discuss what the major tax law changes mean for tax preparers for the next filing season. This is a valuable discussion for financial advisors to gain insight into what this next tax filing season will be like for their clients' tax pros and how the advisor can help create better client outcomes through proactive communication. Brad and Steven share a perspective on the logistics of going from Congress passing a bill to tax returns actually getting filed, and what it means for the pressure and timing clients will experience this year. Steven and Brad also walk through why the big beautiful bill might not feel all that big on a client's tax return because a lot of the hype was around planned rate increases not taking effect.

https://zurl.co/u11dy

Steven is joined this week by David Haughton, Senior Corporate Counsel at Wealth.com, to talk all things estate planning and, in particular, the overlap between taxes and estate planning. David and Steven discuss the changes (and lack of changes) in the Big Beautiful Bill and how advisors should think about the implications for their clients. As always, action is what counts, and Steven and David both share the dangers of simply letting the default happen instead of putting the time needed into intentional planning. Listen to the end as David highlights the resources that Wealth.com brings to the table for advisors who want to do more for their clients while staying in the line with compliance.

https://zurl.co/c1Ruc

This week, Steven is joined on the show by TJ Bruce, an advisor who set out to grow his practice through acquisition and ended up preparing taxes. TJ shares his experience with buying a book of business that happened to be doing tax prep, and his journey learning how to prepare taxes himself, and the value that clients see in that service. There are always bumps to learning something new, but TJ's clients are so thrilled with having their taxes prepared in-house that he is pursuing his EA designation and is committed to tax prep being a big part of the firms future.

https://zurl.co/rRRp4

We make claims in life that might be more believable if there were pictures, but there typically isn't that option when it comes to tax planning and financial planning...until now. Steven is joined this week by Parker Ence, CEO and co-founder of JumpAI, to discuss how Jump is setting themselves apart by providing an AI-driven tool that is helping advisors take action. To some, Jump may seem like "just" a meeting notetaker, but it goes so far beyond that, allowing advisors to get real insights on how they can level up their client and prospect meetings to deliver more powerful outcomes. Parker shares the origin story of Jump, their rapid growth, and where they see the biggest impact for advisors on their platform, including improving outcomes and execution around tax planning. Jump allows advisors to have the "pictures" to know what they are really doing, saying, and accomplishing in their client meetings.

https://zurl.co/s3dbv