Tax Planning in 2026 with Steven Jarvis
Retirement Tax Services Podcast · Retirement Tax Services
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Show Notes
Happy New Year! Steven kicks off the year by sharing his takeaways from year-end tax planning meetings and giving important reminders you need to hear as we head into another tax filing season. It may feel like the calendar just turned over, so tax planning can go on holiday, but listen in as Steven explains what you should be focused on to help your clients navigate their tax filing and beyond. You may have gotten sick of hearing about O3BA this last year, but it hasn't gone away, so Steven also recaps some critical areas you need to keep in mind, as well as reviewing a new IRS form that covers several of the new provisions that came out of the new bill last year. And of course, he had to talk about Summit 2026, including a sneak preview of some of the incredible speakers we will be adding to our lineup this year.