Join Steven this week (on his birthday, no less!) as he shares his recent experience going through an IRS audit. With any luck, you'll never have to experience one yourself, but there is always a chance your (or your client's) return could get picked for scrutiny, and it's good to know what to expect. Steven shares how the process worked, what went well in this audit, and important reminders about tax planning and taxes generally. Listen through to the end for an opportunity to get access to even more insight on tax planning from the RTS community.

https://zurl.co/dJe0

In this special episode, listen in as Steven is a guest on a client webinar for Financial Advisor and RTS Member Joshua Horton. Steven loves opportunities to educate taxpayers on tax planning, especially when he gets to share the great things advisors are doing with the rest of his audience. Steven and Josh go through common tax questions, Steven's tax crystal ball, how to navigate CPA/CFP dynamics, and more. If you communicate with your clients on taxes (and we know you do), this episode is a great opportunity to hear firsthand how another advisor is approaching it with his clients.

https://zurl.co/VkXG

Join Steven Jarvis, CPA, as he shares highlights from the recent RTS Tax Planning Summit and covers upcoming opportunities to expand your tax knowledge live. Steven provides the details for getting the 2025 tax planning Summit on your calendar, along with the chance to dive in virtually a lot sooner (as in next week). Tax knowledge only counts if the work is getting done and reported correctly, so make sure you listen in and get these incredible events on your calendar to go deeper.

https://zurl.co/sEuV