Retirement Tax Services

Think your clients’ 1099s have all the info their CPA needs? Think again. 1099s don’t always capture the full tax picture, and relying on them alone can lead to costly mistakes. Proactive planning makes all the difference—how are you helping your clients this tax season? ?? https://zurl.co/IM9pc #TaxPlanning #FinancialAdvisors #TaxSeason #TaxDocuments

Tax season is here, and we all know what that means – it’s prime time to engage with your clients about taxes. Whether your clients are feeling the pressure of the upcoming deadline or looking for ways to reduce their tax burden, now is the perfect opportunity to bring tax planning into the conversation. But how do you position yourself as the go-to expert in this area? In this week’s RTS newsletter, we’re diving into why taxes are not only a topic everyone can relate to but also a fantastic way to build stronger client relationships and grow your practice. ?? Read now: https://zurl.co/uRmRx #Taxes #TaxPlanning #TaxSeason #FinancialAdvisors

?? Pro tip: Keep your client list open while completing CE. Match insights with clients and plan your next steps as you learn. Turn education into action. Top advisors do it. Shouldn't you? Here's how: https://zurl.co/ccxIf #TaxPlanning #AdvisorSuccess #FinancialAdvisors #Taxes

Conquer your clients' biggest financial burden: #Taxes! At Retirement Tax Services, we empower financial advisors to deliver massive value to their clients through expert tax planning. Our team takes the complexity out of the tax code, breaking it down into clear, actionable steps that your clients can easily understand—and more importantly, benefit from. ??https://zurl.co/9gSjo #FinancialAdvisors #TaxPlanning #FinancialPlanning

Under 26 U.S.C. § 213(f), long-term care services may be deductible if they exceed 7.5% of your AGI. This includes care prescribed by a licensed healthcare practitioner for chronic illness. ?? Are you helping your clients navigate these deductions? ??https://zurl.co/oBjot #Taxes #TaxPlanning #TaxDeductions #TaxPlanning #FinancialAdvisors

How did you find your first clients? If your answer is “referrals,” you’re not alone. But even referrals need marketing—whether it’s your online presence, messaging, or how you communicate value. In our latest episode, Ryan Fitzgerald from BELAY shared how marketing shaped his decision when choosing a financial advisor. It turns out that people don’t just need financial advice—they need to feel that you understand their problems. Have you ever thought about your marketing from the client’s perspective? Let’s discuss. ?? Listen here: https://zurl.co/B7TnU #Marketing #TaxPlanning #FinancialAdvisors #Taxes

High earners shouldn’t wait for tax rates to change—lock in today’s rates! Just like TSA Precheck, it’s a small investment for big returns. Read more: https://zurl.co/zvel ?? Are you helping your clients seize these opportunities? #Taxes #TaxPlanning #FinancialAdvisors

Do you need help integrating tax planning into your practice? Let RTS simplify complex #tax issues and provide clear, actionable strategies for your clients! Learn more ??https://zurl.co/F7X1y #Taxes #TaxPlanning #FinancialAdvisors

The first American prosecuted for tax evasion wasn’t caught for their more infamous activities—but for failing to pay #taxes. A landmark case that proved taxes should never be an afterthought. ??https://zurl.co/yJBB9 #TaxPlanning #FinancialPlanning #FinancialAdvisors

Everyone is a product of marketing—even financial advisors. But are you being intentional about it? This week, Steven A. Jarvis, CPA ?? is joined by Ryan Fitzgerald, Head of Marketing at BELAY (and a financial advisor’s client). Ryan shares how marketing influenced his decision to choose an advisor and what that means for the advisor-client relationship. At the end of the day, you can be the best tax planner in the world, but if no one hears your message, how much impact are you really making? ?? Listen now: https://zurl.co/cVGP4 #Marketing #TaxPlanning #FinancialAdvisors #Taxes