This week, we're taking it back to one of our most popular episodes of the year—all about tax planning and surge meetings! In this throwback, Steven A. Jarvis, CPA ??, and Micah Shilanski, CFP?, dive deep into real-world tax planning, client strategies, and how to communicate #tax concepts that stick. Tune in to hear why tax planning is like a game of telephone, and catch some #Roth insights, too!?? Don't miss out: https://zurl.co/4X1t #TaxPlanning #FinancialAdvisor #SurgeMeetings #Taxes
Retirement Tax Services
金融服务
Anchorage，Alaska 3,082 位关注者
Where Tax Ideas Meet Action | 2024 RTS TAX SUMMIT | September 25-27, 2024 | Phoenix, AZ
关于我们
WHILE WORKING WITH HUNDREDS OF ADVISORS AROUND THE COUNTRY, TWO OF THE MOST COMMON QUESTIONS WE HEARD WERE: How do I learn tax strategies I can implement with clients? How do I find a CPA who will work with me instead of against me with clients? In response to these questions, we’ve created Retirement Tax Services (RTS) which will provide advisors with everything they need to deliver massive value to retirement focused clients. As part of our commitment to professional development and collaboration, we're excited to announce the RTS Tax Summit —an immersive event designed to equip advisors with cutting-edge tax strategies, facilitate meaningful connections, and drive success in retirement planning. Join us at the summit and embark on a transformative journey toward elevating your practice and client outcomes: https://zurl.co/q4Lo Remember to tip your server, not the IRS!
- 网站
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https://retirementtaxservices.com/
Retirement Tax Services的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Anchorage，Alaska
- 类型
- 私人持股
- 创立
- 2021
地点
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主要
获取路线
US，Alaska，Anchorage
Retirement Tax Services员工
动态
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Fall is a great time for Surge meetings. Are there any specific tax topics you plan to cover with your clients? Let’s make sure they get the most out of their tax planning! Read more: https://zurl.co/j01Y #Taxes #TaxPlanning #TaxSeason #TaxStrategy
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Are you advising clients on charity donations to lower their taxes? Ensure it aligns with their bigger life goals. Discover the best strategies for tax-efficient giving to make every dollar count. Read more: https://zurl.co/Ll00 #CharitableGiving #TaxStrategy #FinancialGoals #Taxes
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Did you know that airport security experience can teach you about tax planning? Waiting for tax rules to change is like waiting for TSA to relax the rules at 75—not a great plan! Help your clients take control now with smart moves like Roth conversions and backdoor Roth. Why let the government dictate the timeline when you can start saving them money today? ?? https://zurl.co/ch6O #Taxes #TaxPlanning #FinancialAdvisors
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It's no secret that taxes can be daunting, but you can easily navigate it with the right approach. Discover actionable tips for mastering tax return reviews and providing clients peace of mind. Ready to tackle the upcoming tax season head-on? Read this newsletter: https://zurl.co/05s7 #TaxPlanning #ClientRelations #FinancialAdvisor #Taxes #TaxReturn
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Even the most informed clients need help with the finer details—like backdoor Roth and QCDs. Are you seizing the opportunity to deliver value and ensure accurate reporting? ?? https://zurl.co/l8G7 #TaxPlanning #FinancialAdvisors #Taxes #TaxStrategy
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With tax laws in flux, staying informed is your best defense. Let's discuss how pending #tax law changes could impact your clients and how to adapt their financial strategy accordingly. Don't let uncertainty derail your plans—take proactive steps today. https://zurl.co/eFfD #TaxPlanning #TaxLawChanges #TaxLaws #Taxes
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Are you still thinking about acquiring a CPA practice? On this week's podcast, Matt Porter shared his journey of acquiring two CPA firms and the lessons learned along the way. He and Steven discuss whether advisors should partner on #taxes or integrate them fully into their financial planning practice. Regardless of your choice, the key is to be intentional with your approach. Catch up on the episode here: https://zurl.co/DIar #TaxPlanning #FinancialPlanning #CPA #CFP #FinancialAdvisors
CPA Firm vs. CFP Practice with Matt Porter - Retirement Tax Services
https://retirementtaxservices.com
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In this week's podcast episode, Steven A. Jarvis, CPA ??, is joined by Matt Porter, CFP?, AIF?, a financial advisor who shares his insights after acquiring two CPA practices. Matt dives deep into the challenges of these acquisitions and what he’s learned about integrating taxes into financial planning. Whether you're considering partnering on #taxes or bringing them fully into your practice, this episode has valuable insights you don’t want to miss! ??Tune in now: https://zurl.co/GgEj #TaxPlanning #FinancialPlanning #CPA #CFP #FinancialAdvisors
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Election years bring tax law changes. ?? But with consistent, intentional planning, you can weather any storm. Learn more in our newsletter?? https://zurl.co/KnYQ #TaxPlanning #Taxes #TaxLawChanges #IRS
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