Nation Power Session

Nation Power Session

Getting “Exotic” with Taxes

Getting “Exotic” 
with Taxes

Tired of hearing about questionable tax strategies from well-meaning friends and clients?

Join Steven Jarvis, CPA, and Micah Shilanski, CFP®, on June 19th at 9 am PST for a FREE Power Session. They'll demystify the more common "exotic" strategies clients often hear about online but struggle to apply. 

Most importantly, they will equip you with the scripts and knowledge you need to have value-add conversations around tax planning, empowering you to ensure your clients receive a tax plan that not only benefits them but also maximizes their financial potential.
Steven Jarvis, CPA
Retirement Tax Services CEO 
& Head CPA 
The Retirement Tax Podcast
JUNE 19, 2024
09:00 AM PST
Micah Shilanski, CFP®
The Perfect RIA Co-Founder
Shilanski & Associates, Inc.
Plan Your Federal Retirement

What to Expect from This Power Session?

 Fact vs. Fiction in Tax Planning
Understand the realities of popular but often misunderstood tax strategies, such as moving to Puerto Rico for tax benefits and 1031 exchanges.
 Navigating Legal but Questionable Tax Strategies
Get insights into why some legal tax strategies might not be good ideas and how to communicate these nuances to your clients.
 Real-World Applications
Learn through real stories and examples from Steven Jarvis, CPA, and Micah Shilanski, CFP®, enabling you to handle exotic tax strategies with confidence.
 Handling "Exotic" Tax Ideas
Learn methods to shoot down impractical client ideas without creating a negative experience and to guide them toward realistic and beneficial tax planning.
 Practical Tools and Scripts
Gain practical scripts and tools to help your clients stay focused on effective and simple tax strategies that truly make a difference.
 Client-Focused Tax Planning
Discover ways to help your clients understand the importance of consistent execution of simple tax strategies over flashy but irrelevant ones.

Cut Through the Noise of "Exotic" Tax Strategies!

Understand the true impact of various tax strategies and focus on those that deliver real value, avoiding common misconceptions.


"Huge fan of what you are doing. It's provided me so much value and insight on issues & topics which are vital to my practice yet often go overlooked by advisors."
- Ben S.

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

"What I love about RTS is you're given very specific action items and things to take away and implement immediately."
- Jennifer J.

Who Should Attend This Power Session?

Financial professionals committed to enhancing their tax planning expertise and providing value-add services to their clients will benefit greatly from this webinar.

Whether you're a seasoned CPA, a Certified Financial Planner, or a Financial Advisor looking to deepen your understanding of tax strategies, this session is designed to equip you with practical tools and insights to navigate complex tax scenarios effectively. 

Join us and spend an hour learning about things you can DO, not just beefing up your tax planning trivia. As much as we like nerding out on this stuff, it’s really all about delivering massive value to your clients.
This Power Session is designed to equip you with the knowledge and tools to provide even more value to your clients, ensuring their interests are at the heart of your tax planning strategies.

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