Continuing the theme of sharing lessons learned from recent client conversations, Steven and Ben share common things they see on tax returns that are just as commonly areas for confusion and questions. The tax code can feel like a mystery but with a little help it can be less intimidating. The guys share some of the things they regularly see, like foreign income and business deductions for non-business owners, that might have you scratching your head if you've never encountered them before. Listen in as Steven and Ben shed some light on things you may have always wondered but didn't know who to ask.

https://zurl.co/bvDk

In this episode our dynamic duo is back for more tax fun as Ben wrapped up his spring surge and Steven is passed the tax filing deadline. Fresh off of so many client meetings they both have stories to share and questions to answer. This episode's discussion focuses on what to do if you (or someone you know or are responsible for) haven't filed your taxes...maybe in a few years even. The good news is that it is unlikely any is going to jail, it's just time to get things caught up and back on track.

In a special episode this week Steven is joined by a tax professional who doesn't do any tax preparation. Kristine Stevenson is an Enrolled Agent who previously worked for the IRS and now specializes in tax resolution work. Steven and Kristine talk about what tax resolution work includes and when it might be something a taxpayer needs to pursue. They also discuss what it's like working for the IRS and how their systems and communications work. This interview was originally recorded on Steven's podcast for Financial Advisors.

https://zurl.co/CFTm

This week's episode is a special one in that Steven is not being joined by a CPA or CFP. Steven's guest this week, Ashley Quamme, is actually a Fractional Financial Behavior Officer (don't worry, they talk about what that is) and specializes in helping financial planning firms go beyond the numbers and understand how their clients think, feel and do money. Steven and Ashley explore the science behind some of the things Steven has learned and does in his own practice and the advice he shares with Advisors. This is an incredibly insightful conversation that will give you a different angle for improving your tax and financial planning skills. This interview was originally recorded on Steven's podcast for Financial Advisors.

https://zurl.co/LTwG

Benjamin Brandt is back on the join this week and rejoins Steven Jarvis to talk tax topics that are relevant in April. Whether you've already filed your return or still need to get it across the finish line the guys have some great information for you. They also dive into what it means to file an extension and when it makes sense to do just that (spoiler, Steven regularly files an extension for his own taxes). And they cover some of the things you should be on the lookout for before you get your heart too set on amending a return.

https://zurl.co/2IOs

In this episode resident "Least Boring CPA" Steven Jarvis wraps up his walkthrough of a 1040 providing insight and information to make sure you understand your tax return. Steven covers both technical details as well as reminders on what might be most relevant to you and changes to watch out for from year to year. This is as "hands on" as a podcast episode can get so be sure and follow Steven's recommendation to have your own tax return handy as you listen to this great episode.

https://zurl.co/WV57

In this episode resident "Least Boring CPA" Steven Jarvis continues taking you through the first part of a 1040 providing insight and information to make sure you understand your tax return. Steven covers both technical details as well as reminders on what might be most relevant to you and changes to watch out for from year to year. This is as "hands on" as a podcast episode can get so be sure and follow Steven's recommendation to have your own tax return handy as you listen to this great episode.

https://zurl.co/5eCD

In this episode resident "Least Boring CPA" Steven Jarvis takes you through the first part of a 1040 providing insight and information to make sure you understand your tax return. Steven covers both technical details as well as reminders on what might be most relevant to you and changes to watch out for from year to year. This is as "hands on" as a podcast episode can get so be sure and follow Steven's recommendation to have your own tax return handy as you listen to this great episode.

https://zurl.co/QduA