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RETIREMENT TAX SERVICES LIVE WEBINAR
Tackling Complex Tax Topics For 
Small Business Owners
Join Steven Jarvis, RTS’s Head CPA and Sten Morgan, CFP and founder of 
the Elite Advisor Network complex tax issues for small business owners.
August 25th, 2021 @ 8 AM Pacific
"The hardest thing in the world to understand is the income tax" - Albert Einstein
"Investments are a matter of opinion, but taxes are a matter of fact" - Thomas Gau

Steven and Sten will share their expertise and break this down 
into action oriented sections:

A framework for approaching complex issues (regardless of the topic)


Specific examples of complex issues small business owners can take advantage of including: R&D tax credits, opportunity zones, cost segregation studies

How to develop relationships with CPAs to build your network of expert resources


ABOUT THE HOSTS
Steven aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes! With over 10 years of experience from top accounting firms and by partnering with some of the most successful financial advisors in the industry, Steven is uniquely positioned to help financial advisors deliver massive value to their clients AND stay between the lines on compliance. With his valuable skill of distilling endless pages of IRS tax code and case law into easy to explain--easier to implement--actionable items that financial advisors can use with their clients today!
Co-Founder of Retirement Tax Services, Certified Public Accountant
STEVEN JARVIS CPA, MBA
Sten Morgan is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning by age 25 and was named a “40 under 40” advisor by Investment News at age 30. As president of Legacy, he strives to effect positive change in the industry, coach and support other advisors, and bring true value and vision to his clients.

Sten’s creative and proactive approach to financial planning and consulting is disrupting the financial advice space. In addition, he helps other advisors become more fulfilled and successful in their work.
President, Certified Financial Planner, Investment News Top 40 under 40 Financial Advisers Nationally
sten morgan CFP, ChFC
SAVE YOUR SPOT TO THIS LIVE TRAINING
TACKLING COMPLEX TAX TOPICS FOR 
SMALL BUSINESS OWNERS

August 25th, 2021 @ 8 AM Pacific
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