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
Retirement Tax Services
金融服务
Anchorage，Alaska 3,075 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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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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We love success stories, especially when they involve saving on #taxes. In this newsletter, you can find the story of when one taxpayer used our 37-point checklist and turned a $4,000 tax bill into a $6,000 refund! Imagine what it could do for your clients. ?? Read this newsletter and grab your 37-point checklist! https://zurl.co/Enlw #TaxPlanning #TaxReturns #FinancialAdvisors #TaxTips #Taxes
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Tax surprises? Not on our watch! ??? Stay ahead of the curve with proactive planning. Read more: https://zurl.co/z45s #TaxPlanning #Taxes #FinancialAdvisors #FinancialPlanning #IRS
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How do you ease your clients' tax worries? A light-hearted joke about not tipping the IRS can bring a moment of relief and reassurance. ?? https://zurl.co/grbv #TaxPlanning #FinancialAdvisors #TaxStrategy #Taxes
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Have you missed our latest episode? Don't worry; it's not too late to catch up! Steven's conversation with Ted Jenkin is packed with actionable advice for business owners at any stage. Ted shares why it's so difficult to sell a business that isn't growing and why preparing for a sale years in advance is critical. Whether you're years away from selling or just curious, this episode has something for everyone. Listen here: https://zurl.co/nnHI #BusinessSales #FinancialAdvisors #BusinessGrowth #TaxPlanning #Taxes
Taxes and Business Sales with Ted Jenkin - Retirement Tax Services
https://retirementtaxservices.com
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Excess contributions can derail even the most carefully crafted financial plans. But with this newsletter, you can stay one step ahead of the IRS and protect your clients' wealth. Learn how to navigate the complexities of excess contributions, understand the tax implications, and implement proactive strategies to mitigate risks. https://zurl.co/ZBA0 #TaxPlanning #Taxes #IRS
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Two clients, same tax bill, completely different reactions. What’s the difference? It’s all about expectations. As a financial advisor, setting clear expectations with your clients can make all the difference at tax time. Be the advisor who prepares clients for their tax reality, not the one who leaves them in the dark. Ready to enhance your client’s tax experience? Read here: https://zurl.co/HoWk #TaxPlanning #ClientSuccess #FinancialAdvisors #Taxes
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