Download Steven Jarvis's "The Current State of Roth Conversions" below, and check out "Working More Collaboratively With Clients’ CPAs For Better Tax Planning (And Cross-Referral) Outcomes: #FASuccess Ep 459 With Steven Jarvis" on how his experience as a CPA who has worked alongside many financial advisors has given him insight into how advisors can best "play nice" with CPAs to ensure the best outcomes for their mutual clients.