March 18 - Jarvis

Steven Jarvis is proudly the “least boring” CPA you’ll ever meet. He proudly has NOT committed the entire tax code to memory and instead focuses on teaching financial advisors how they can actually work with their clients to help them not get killed on taxes. Everything Steven does is focused on how to take action. Google can recite the law, Steven gives the roadmap for taking relevant tax planning strategies from an idea on a whiteboard to real clients saving real money and creating real impact over the lifetime of their wealth. Steven is a licensed CPA, has an MBA, has taught as an adjunct professor and has given tax planning presentations to audiences large and small across the country. Steven is also a sought after author having published a book on tax planning and contributing articles to renowned publications throughout the industry.

When he’s not talking taxes Steven is always in search of a new adventure and is currently focused on obstacle course racing and other endurance events and even gets the whole family involved as his wife and two kids are often along for the journey.