Episode 57: Bolting on a tax practice to your RIA by goRIA Podcast published on 2026-08-10T15:09:53Z Chuck sits down with Steven Jarvis, CPA (aka "The Least Boring CPA") to make the case that tax planning is no longer a nice-to-have for RIAs. As CEO of Retirement Tax Services, Jarvis breaks down why tax has become table stakes in wealth management, how firms can actually build out tax services without becoming a tax-prep shop, and why proactive tax planning may be the single best lever advisors have for deepening client relationships and winning new business. If taxes are the conversation your clients care about most, this is the episode on how to own it.
