Mistake #3
Mistake #5
Mistake #6
If you're not talking to prospects and clients about taxes, another advisor will!
7-MISTAKES ADVISORS MAKE 
WITH TAX PLANNING
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The financial advisors with the most successful practices, who are bringing in the most new clients and who are delivering the most value, know the importance of tax planning AND how to explain it to clients and prospects. Do You?!?
*FREE for RTS Essentials and Premiere Members (auto-registration)
DATE/TIME
April 27th, 2022
08:00 AM PST
Steven Jarvis, CPA
Retirement Tax Services Founder
The Retirement Tax Podcast
Micah Shilanski, CFP®
Shilanski and Associates
Plan-Your-Federal-Retirement
The Perfect RIA Podcast

HAVING JUST COMPLETED (OR EXTENDED) THEIR TAX RETURN, MORE THAN EVER, CLIENTS AND PROSPECTS ARE 
THINKING ABOUT TAXES…

AND IF YOU DON’T TALK WITH THEM ABOUT TAXES, ANOTHER ADVISOR WILL!

Once upon a time the best way to build a multi-million dollar financial advisor practice was to hold dinner seminars, attend the Chamber of Commerce meetings and ‘smile-and-dial’ your friends and family.

Today prospects (including YOUR clients) have access to every advisor in the Country, including those who can show prospects how to stop overpaying the IRS.

What will happen when an advisor, like our guest Micah Shilanski, CFP®, asks your clients:

“When was the last time your advisor reviewed your tax return?”

“When was the last time your advisor made sure you weren’t overpaying the IRS?”

“If we can help you pay less in taxes, would you fire your current advisor and hire us?”
Even if you have all of the clients and prospects you could ever want, WHO is helping them avoid paying too much in taxes? Who is helping them understand changes in the tax laws? Who is advising them on Roth Conversions, Gain/Loss Harvesting, RMDs, Tax Withholdings, Estimated Payments and/or tax buckets? HINT: It’s NOT their tax preparer!

IF you want to take your skills as an advisor to the next level, IF you want to more easily demonstrate your value to prospects and IF you want to Deliver Massive Value to clients, You Must Take Action!

And right now, you have the opportunity to attend 7-Mistakes Advisors Make On Taxes, with Steven Jarvis, CPA and Micah Shilanski, CFP®, April 27th, live, from anywhere in the Country.

With this virtual format, you don’t have to travel to one of Steven’s in-person events, pay for lodging, take time off work, or even join an annual coaching program. Instead, from the comfort of your computer you can join hundreds of other advisors to learn top tax strategies you can really use from two of the top tax planning experts in the Country.

If you’re serious about helping clients not overpay their taxes, there is no excuse for missing this event!

*FREE for RTS Essentials and Premiere Members (auto-registration)

WHAT YOU GET WITH 
"7-MISTAKES ADVISORS MAKE WITH TAXES" 
POWER SESSION

YOUR CHOICE OF...

White Label “Top Myths” Client Handout

Your tax knowledge isn’t getting you more clients

Online Estimated Payments “How-To” Guide

You're Making Life HARDER

Tax “Birthdays” and Milestones Handout

You’re doing tax planning one year at a time

Client Letter “Here’s why we need your return” Handout

Your Client’s Won’t Give You Their Tax Returns

12-Month COI Relationship Calendar

NOT getting referrals from COIs

One-page guide to Tax Buckets

You’re skipping the 3 most important (but least sexy) strategies

3 most popular RTS Newsletters

You’re getting BAD TAX advice
…AND MUCH MORE!
Join the Webinar Before It's Too Late

By signing up for the 7-Mistakes Power Session you will receive:

  • A 60 minute fire-hose of information on the 7-mistakes advisors make with taxes AND how to fix them in your practice, immediately
  • ​Real world tax planning advice that advisors are using in their practices RIGHT NOW
  • ​Clear action you can take to improve your practice and deliver massive value
  • ​Your choice of TWO ready to use tax strategy pieces (select at checkout)
  • Ability to attend a rebroadcast of the session on Monday May 2nd
  • ​BONUS: An invitation to be considered for the Retirement Tax Services Advisor Network
*FREE for RTS Essentials and Premiere Members (auto-registration)

YAWN… ANOTHER TAX WEBINAR ABOUT STRATEGIES I CAN’T ACTUALLY USE WITH REAL CLIENTS!

We’ve all sat through tax classes that teach obscure strategies that might look good on the screen, but that never work with real clients in the real world, taught by self-proclaimed ‘experts’ who have never met with a client. Sure these might check the CE box, but otherwise, worthless!

Retirement Tax Services works exclusively with financial advisors and their clients to deliver real-world, proven, easy to communicate and implement strategies that work, again and again and again.

In this live power session, CPA-For-Advisors, Steven Jarvis and multi-million dollar financial advisor, Micah Shilanski, CFP® will help you identify AND FIX the 7-most common tax mistakes advisors make!

Financial advisors who know Micah Shilanski, either from his Kitces.com/110 interview and/or The Perfect RIA Podcast (and Plan-Your-Federal-Retirement AND Shilanski and Associates), constantly ask how Micah is able successfully charge well above average fees. The answer: He Delivers 10x the value of an average advisor and tax planning is a huge part of this.

On this webinar, Micah will be sharing how he overcame The 7 Advisor Tax Mistakes to create one of the most successful lifestyle practices in the Country AND how you can implement these same tax strategies in your own practice ESPECIALLY IF YOU ARE NOT A TAX PREPARER!

The question for you: Do you want to be the one talking tax strategy to your clients, or will you wait for them to end up on Micah’s prospect list?

*FREE for RTS Essentials and Premiere Members (auto-registration)

  THE SEVEN ADVISOR MISTAKES

Mistake #7 - Your Client’s Won’t Give You Their Tax Returns
Solution: Client Letter “Here’s why we need your return” Handout
Mistake #6 - Your tax knowledge isn’t getting you more clients
Solution: White Label “Top Myths” Client Handout
Mistake #5 - You're Making Life HARDER
Solution: Online Estimated Payments “How-To” Guide
Mistake #4 - You’re doing tax planning one year at a time
Solution: Tax “Birthdays” and Milestones Handout
Mistake #3 - You’re skipping the 3 most important (but least sexy) strategies
Solution: One-page Guide to Tax Buckets
Mistake #2 - NOT getting referrals from COIs
Solution: 12-Month COI Relationship Calendar
Mistake #1 - You’re getting BAD TAX advice
Solution: 3 most popular RTS Newsletters

WHAT OTHERS ARE SAYING ABOUT RTS

"The content Steven puts out is so refreshing from the vast majority of what I hear from CPAs…the perspective of how tax planning fits into the clients plan is so critical and I love what Steven and RTS are doing for Advisors"
Natalie Taylor, CFP®, BFA™
Natalie Taylor Consulting Services, LLC
"Steven has such great actionable insights that you and your clients can’t afford not to benefit from. "
Erik Baskin
"I am a huge fan of RTS and the work Steven Jarvis does - the Retirement Tax Services podcast is a staple within my "must listens"."
Cole Christian, CPA, CFP
PWM / Private Wealth Management LLC

WHO IS THIS TAX POWER SESSION FOR?

Financial Advisors who...
  • want to make sure their clients are not overpaying the IRS
  • understand that tax planning is THEIR responsibility
  • are tired of competing for clients on the basis of fees or performance
  • ​want to be the best advisor possible for their clients
  • ​​need clear action items for leveraging tax planning with clients and prospects
But more than anything, this power session is for advisors who are committed to IMPLEMENTING what they learn!
If you have a hunger to be the best advisor possible for your clients (and the best choice for your prospects) AND you prefer to learn from people who are actually doing it AND you want to dramatically increase the value you deliver to clients 
(which will also increase your income)... this power session is for you!
*FREE for RTS Essentials and Premiere Members (auto-registration)

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

STEVEN JARVIS, CPA
Retirement Tax Services Founder
The Retirement Tax Podcast
We could bore you with Steven’s credentials, like his 15 years as a CPA, his time as an adjunct professor and his collection of Spartan Race medals, but let’s cut to what really counts: Steven works exclusively with Financial Advisors and their Clients to not-overpay the IRS. You may have seen him in a standing-room only presentation at NAPFA, XYPN, AssetMark and many more.
MICAH SHILANSKI, CFP®
Shilanski and Associates
Plan-Your-Federal-Retirement
The Perfect RIA Podcast
Somewhere there is a financial advisor who also has a multi-million dollar practice who can do a better job tax planning than Micah, it’s just that we’ve never met them. Despite NOT being a CPA or a tax-preparer, Micah has an astonishing tax knowledge that he is able to APPLY with real clients and prospects in his own practice. A practice that thousands of advisors around the country pay to learn from and model.
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 an action plan worth at least $10,000, we will gladly refund your investment.
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