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Listen "Think Long-Term: The Key to Winning at Taxes - Steven Jarvis"
Episode Synopsis
How do high-earning professionals maximize their financial opportunities while avoiding common tax pitfalls? In this insightful conversation, Jerome Myers sits down with Steven Jarvis, a tax strategist dedicated to helping business owners and professionals confidently navigate tax planning. Steven shares actionable strategies to optimize tax savings, uncover overlooked deductions, and build a proactive approach to financial planning.
Whether you're a seasoned entrepreneur or just getting started, this episode will equip you with the knowledge to make tax-smart decisions that align with your financial goals.
[00:00 - 06:42] The Importance of Proactive Tax Planning
Avoiding Common Mistakes – Why waiting until tax season can cost you thousands
Mindset Shift – Taxes are not just an annual burden but an ongoing financial strategy
Collaboration is Key – Working with CPAs and financial advisors can uncover hidden opportunities
[06:43 - 14:28] Maximizing Deductions & Reducing Liability
Hidden Tax Savings – How to identify deductions that most professionals overlook
Business Structuring – The impact of entity selection on tax efficiency.
Retirement Contributions – Leveraging retirement accounts for long-term tax benefits
[14:29 - 22:15] Common Tax Myths Debunked
Myth: "I’m Too Small for Tax Planning" – Why every income level benefits from strategy
The Audit Fear Factor – Understanding IRS red flags versus legitimate deductions
Write-Offs vs. Cash Flow – Why a deduction doesn’t mean "free money"
[22:16 - 30:04] Long-Term Wealth Strategies Through Tax Planning
Tax-Efficient Investing – Maximizing returns while minimizing tax burdens
Estate & Legacy Planning – Setting up structures that benefit future generations
Giving Strategically – How philanthropy and tax planning intersect
[30:05 - 38:51] Practical Steps to Implement Right Now
Reviewing Past Returns – Uncovering missed deductions and amending returns
Quarterly Tax Planning – Avoiding surprises and optimizing cash flow
Building a Tax Strategy Team – Why collaboration creates the best outcomes
Key Quotes:
"Tax planning isn’t about avoiding taxes—it’s about paying exactly what you owe, not a penny more." - Steven Jarvis
"The best way to get ahead on taxes is to think about them long term." - Steven Jarvis
🚀 Ready to Take Control of Your Exit Strategy? 🚀
Don't leave your business exit to chance! Join The Ultimate Exit Playbook and gain the insights, strategies, and tools to build a profitable, stress-free exit plan. Whether you're years away or planning your next big move, this event is your roadmap to success.
Avail your spot now! 👉 https://theperfectriaevents.com/06-02-25-ultimate-exit-playbook
Connect with Steven!
Website: https://retirementtaxservices.com/
LinkedIn: https://www.linkedin.com/in/stevenajarvis/
Ready for your next chapter?
Start Your Assessment Now 👉 https://theexitparadox.com/assessment
Leave a Review + Help Others Achieve a Great Legacy
If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.
Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence.
🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
Learn more about your ad choices. Visit megaphone.fm/adchoices
Whether you're a seasoned entrepreneur or just getting started, this episode will equip you with the knowledge to make tax-smart decisions that align with your financial goals.
[00:00 - 06:42] The Importance of Proactive Tax Planning
Avoiding Common Mistakes – Why waiting until tax season can cost you thousands
Mindset Shift – Taxes are not just an annual burden but an ongoing financial strategy
Collaboration is Key – Working with CPAs and financial advisors can uncover hidden opportunities
[06:43 - 14:28] Maximizing Deductions & Reducing Liability
Hidden Tax Savings – How to identify deductions that most professionals overlook
Business Structuring – The impact of entity selection on tax efficiency.
Retirement Contributions – Leveraging retirement accounts for long-term tax benefits
[14:29 - 22:15] Common Tax Myths Debunked
Myth: "I’m Too Small for Tax Planning" – Why every income level benefits from strategy
The Audit Fear Factor – Understanding IRS red flags versus legitimate deductions
Write-Offs vs. Cash Flow – Why a deduction doesn’t mean "free money"
[22:16 - 30:04] Long-Term Wealth Strategies Through Tax Planning
Tax-Efficient Investing – Maximizing returns while minimizing tax burdens
Estate & Legacy Planning – Setting up structures that benefit future generations
Giving Strategically – How philanthropy and tax planning intersect
[30:05 - 38:51] Practical Steps to Implement Right Now
Reviewing Past Returns – Uncovering missed deductions and amending returns
Quarterly Tax Planning – Avoiding surprises and optimizing cash flow
Building a Tax Strategy Team – Why collaboration creates the best outcomes
Key Quotes:
"Tax planning isn’t about avoiding taxes—it’s about paying exactly what you owe, not a penny more." - Steven Jarvis
"The best way to get ahead on taxes is to think about them long term." - Steven Jarvis
🚀 Ready to Take Control of Your Exit Strategy? 🚀
Don't leave your business exit to chance! Join The Ultimate Exit Playbook and gain the insights, strategies, and tools to build a profitable, stress-free exit plan. Whether you're years away or planning your next big move, this event is your roadmap to success.
Avail your spot now! 👉 https://theperfectriaevents.com/06-02-25-ultimate-exit-playbook
Connect with Steven!
Website: https://retirementtaxservices.com/
LinkedIn: https://www.linkedin.com/in/stevenajarvis/
Ready for your next chapter?
Start Your Assessment Now 👉 https://theexitparadox.com/assessment
Leave a Review + Help Others Achieve a Great Legacy
If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.
Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence.
🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
Learn more about your ad choices. Visit megaphone.fm/adchoices
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