In this episode, Steven Jarvis, CPA, is joined by Stephen Delaney, Senior Client Success Consultant at Belay, to discuss one of the biggest challenges advisors face: finding the right people to help execute their vision. Rather than focusing on tax strategies, this conversation dives into how advisors can reclaim their time through effective delegation and hiring. Stephen shares how Belay vets thousands of applicants to match clients with highly qualified Executive Assistants and Client Services Assistants. The discussion explores why hiring is a skill that improves with experience, the importance of systems and processes, and how delegation creates more time to serve clients. Whether you're hesitant to hire your first assistant or looking to improve your hiring process, this episode provides practical insights to help you take action.

https://zurl.co/N1OwP

Steven Jarvis is joined by Andrew Herman, software engineer at Holistiplan and former CFP®, to discuss what advisors often get wrong about Roth conversion planning. They explore why successful Roth conversion strategies are built around tax bracket arbitrage, not eye-catching lifetime tax savings projections, and why estimating future tax brackets is often more valuable than trying to predict exact future income. Steven and Andrew also talk about the challenge of helping clients see the value of paying taxes today for benefits they may not realize for many years. Along the way, they discuss how technology can strengthen an advisor's recommendations without replacing professional judgment, and Andrew shares his thoughts on the next generation of planning tools that could optimize Roth conversion strategies based on each client's unique goals.

https://zurl.co/WbWjZ

Steven Jarvis welcomes back financial advisor Jim Young to discuss how tax planning has evolved over the past five years and why reviewing actual tax returns still matters. Jim shares how today's tax planning software has made advisors more efficient, but explains why it shouldn't replace understanding a client's return line by line. The discussion highlights the difference between reviewing a tax return and actually providing tax planning that helps clients make better decisions. Steven and Jim also explore how recent tax law changes created new planning opportunities, making it even more important for advisors to understand what's happening on the return.

https://zurl.co/uVXAx