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?