THIS SESSION ENDED!
Doing a 10-Year Tax Projection 
with NO SOFTWARE
You just received your client’s 2022 tax return: Now What? 

How do you find and demonstrate massive tax value WITHOUT 
needing a degree in Taxation or stacks of expensive software?
Join our Head CPA, Steven Jarvis, along with one of the industry’s most successful Financial Advisors, Micah Shilanski, CFP, to learn exactly how they are Delivering Massive TAX Value to hundreds of real-life clients.
DATE/TIME
April 26th, 2023
09:00 AM PST
Steven Jarvis, CPA
Retirement Tax Services CEO 
and Head CPA 
The Retirement Tax Podcast
Micah Shilanski, CFP®
The Perfect RIA Co-Founder
Shilanski & Associates, Inc.
Plan Your Federal Retirement

WHAT TO EXPECT FROM THIS POWER SESSION

Our head CPA, Steven Jarvis, along with one of the industry’s most successful* Financial Advisor, Micah Shilanski, CFP, will show you exactly how they are Delivering Massive TAX Value to hundreds of real-life clients.

What you will learn is literally what Micah and his team are doing for every one of their clients right now as copies of their 2022 tax returns are being received.

In this webinar, Micah and Steven will share:
  • The systems they use for getting tax returns from every client and prospect
  • The action steps Micah’s team takes immediately after receiving a client tax return
  • How Micah teaches clients and prospects to understand their tax return
  • ​How Micah draws by hand a 10-year tax projection in client/prospect meetings
  • ​The 37-point checklist Micah uses when reviewing every tax return
  • ​BONUS: How Micah uses even the most basic tax planning strategies to create an enormous moat around his clients while setting himself apart from every other advisor a prospect may be considering
  • ​BONUS: How Micah uses the RTS Desktop Tax Guide in Client meetings
*We define success as the amount of value delivered to clients per hour worked. According to the 2022 Investment News RIA research, Micah operates at more than 10x the average financial advisor's value.

JOIN OUR INCREDIBLE HOSTS ON APRIL 26th 
& COME READY TO DIVE DEEP

One of the most common questions we get from financial advisors is:

“What Tax Planning Software Do You Recommend?”

This question is often asked in borderline desperation as advisors KNOW they need to provide proactive tax advice to clients, but they don’t know how to do it, and they hope that some software program can do the hard work for them.
We, too, wish that such a program existed (and we’ve tried dozens). Still, the reality is that no software currently available can do Retirement focused tax planning better than a pen, paper, a pocket calculator, the client’s most recent tax return, and the RTS Desktop Tax Guide.

“Seriously?!? You expect me to do a tax projection in Crayon?!?”

Just like some advisors give clients 100+ page ‘financial plans,’ while others need only a single page, tax planning is no different. Plenty of software programs will spit out lengthy tax reports, but they add no value.

“So What’s My Other Option?!?”

Some of the best advisors in the industry (as measured by the Investment News 2022 RIA research) have, through decades of experience and thousands of client meetings, learned that when it comes to tax planning, less is more.

On our April 26th Power Session, one such advisor, Micah Shilanski, will be demonstrating how he draws, on paper, a 10-year tax projection for nearly every client and prospect.

WHAT OTHERS ARE SAYING ABOUT 
RETIREMENT TAX SERVICES

"Becoming an RTS Premiere Member was a key piece of my value expansion and fee raise this year"

- Ben B.

"I didn't even know a service like this existed, what RTS is doing is awesome!"

- Tad H.

"The resources I get from being an RTS Member has already helped me develop fruitful relationships with CPAs"

- Glenn M.

LEARN FROM THE BEST, IN-THE-TRENCHES, ‘WE ACTUALLY DO THIS EVERYDAY’ TAX ADVISORS IN THE COUNTRY

STEVEN JARVIS, CPA
Retirement Tax Services CEO and Head CPA 
The Retirement Tax Podcast
Steven works exclusively with Financial Advisors and their clients to help them not-overpay the IRS. His approach to combine tax preparation with tax planning makes him the CPA that Advisors and clients look forward to working with. Steven’s new book “Don’t Get Killed on Taxes” just hit Amazon for pre-order and is a great example of the ways that Steven is working to educate taxpayers on tax planning.
Micah Shilanski, CFP®
The Perfect RIA Co-Founder
Shilanski & Associates, Inc.
Plan Your Federal Retirement
Micah Shilanski, CFP®, is a financial planner who achieves the ‘impossible’. Micah is recognized as a leader in the concept of lifestyle design for financial planners and has spoken at conferences across the country. Part of the Shilanski & Associates team, Micah is also the founder of Plan-Your-Federal-Retirement.com, a website dedicated to helping federal employees understand their benefits. He has created an online program that walks federal employees through creating their own financial plan. 
OUR GUARANTEE
Like you, we are committed to delivering massive value to our clients. If you attend this power session and don’t leave with 10x the value of what you paid to attend, we will gladly refund your investment.
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