Steven Jarvis,CPA is joined by Brad Wooten to discuss why consistent execution and clear communication matter more than finding a new tax strategy. Drawing on Brad's presentation at the Summit, they explain how financial advisors can find CPAs whose services fit each client's needs, clarify who leads tax planning, and set realistic expectations around fees and year-round support. They explore how sharing context through 1099 and backdoor Roth letters can help prevent reporting mistakes. Brad also shares why demonstrating value builds stronger referral relationships than asking for introductions, and how his own service packages are changing to include more ongoing support.

https://zurl.co/G3d8M

Steven Jarvis,CPA is joined by Matthew Jarvis to discuss one of the biggest takeaways from the 2026 Summit: turning ideas into action. They explain why attending a conference or learning something new is only valuable if advisors actually implement what they learn. Steven and Matthew walk through the importance of measuring how much time and money advisors are investing in professional development. They discuss how to identify the gap between where an advisor is today and where they want to be, and the value of learning from advisors who are already achieving the results you want instead of trying to reinvent everything yourself. Finally, they encourage advisors to decide what results they want and what price they are willing to pay to achieve them.

https://zurl.co/lvP8z

Steven Jarvis,CPA is joined by Michael Eckstein to discuss how financial advisors can help clients find the right tax professional. They explore the differences between basic tax preparation and ongoing advisory services, why fees should reflect the service clients actually need, and how to set realistic expectations for communication. Michael explains why recurring quarterly meetings may not solve a client's concerns and shares his approach to year-end planning. They also discuss questions advisors should ask about investment-related tax forms, IRS letters, and additional fees. Finally, Steven and Michael explain how a year-end 1099 letter can give tax preparers the context they need to report an advisor's recommendations correctly.

https://zurl.co/JHr4L