SECOND ANNUAL
rTS TAX PLANNING SUMMIT
September 25-27, 2024 | Phoenix, AZ
3 HUGE REASONS YOU NEED THIS
Rockstar Level Tax 
Planning
Your clients care about NOT getting killed on taxes, and delivering massive value means continually upping your game. The RTS Summit gives you the opportunity to learn from people with in-the-trenches experience who can share exactly what you need to do to level up your tax planning.
The Tax Return Matters
Tax planning only counts if it gets reported correctly. You don’t need to become a tax preparer (that’s not what this conference is about), but you do need hands-on experience understanding how common tax planning strategies get reported to the IRS to guide your clients from start to finish. We use real case studies and offer real solutions to help you help your clients every step of the way.
Textbooks Don’t Reflect 
Real Life
 Understanding how a tax strategy works under “best case scenarios” is an acceptable starting point, but the reality is always a lot messier. The RTS Tax Planning Summit puts you in a room with hundreds of your peers who can share real-world experience and help you solve the bumps, challenges, and roadblocks you run into. 
While great information will be shared from the stage, we think it’s just as important to facilitate problem-solving and accountability, so you leave with the tools to have an impact as soon as you get home.
WHO IS THIS CONFERENCE FOR?
This conference was created by leaders of the financial planning industry to go beyond theory and give Advisors the tools to deliver massive value to their clients through tax planning.

We have hand-picked our speakers and sponsors (and screen our attendees) to make sure everyone in the room has value to add. This intentionality is why everyone left the 2023 conference ready to take action, and 2024 will take that to the next level.

The conference will also qualify for 8 hours of CE for CFPs.
SPEAKERS
Steven Jarvis, CEO and head CPA of Retirement Tax Services, partners with financial advisors to revolutionize tax strategies, combat IRS overpayments, and educate through publications and podcasts. With over a decade of hands-on CPA experience, he possesses a wealth of knowledge to create tailored and actionable content for his audience. Steven's valuable insights have earned recognition in esteemed industry publications like Advisor Perspectives, US News, and SmartAsset. 

Steven Jarvis's dedication to providing effective tax strategies has solidified his position as a respected leader in the field, leaving a meaningful impact on the financial landscape through smart tax planning in every aspect of his work.
Meet Matthew Jarvis, founder of Jarvis Financial. In 2020, his firm soared with $1.5M in revenue, managing $200M AUM and a 50%+ profit margin. Matthew prioritizes balance, enjoying over 250 'free days' yearly. A decade ago, he overcame debt and struggles with coaching from Tom Gau, achieving remarkable success. 

Today, beyond running his thriving practice, Matthew pays it forward by coaching fellow advisors and guiding them toward replicating his accomplishments. Matthew's invaluable wisdom finds expression in his book, "Delivering Massive Value," presenting a replicable system to enhance business efficiency, attract premier clients, and craft the practice of their dreams. 
Micah Shilanski, CFP®, is a leading financial planner known for turning the 'impossible' into reality. As a sought-after speaker in lifestyle design for financial planners, he spends over 6 months away from the office annually while consistently growing his practice by at least 20%. Micah's success stems from his relentless focus on client value, optimizing operations, and leveraging technology. 

He specializes in federal retirement benefits, showcased through his platform Plan-Your-Federal-Retirement.com and e-book "The Best Kept Secret in CSRS". Micah inspires the financial planning world by proving exceptional value can drive both success and a fulfilling lifestyle.
Lisa Zeeveld, CFO and original culture cultivator at BELAY, a premier virtual staffing solutions company, boasts over 20 years of executive experience. Lisa leverages her unique skill set to ensure that the optimum people and processes are in place to allow a business to realize maximum profitability, earning BELAY accolades such as the Top 5000 Growing Companies award from Inc. magazine 9 years in a row and Entrepreneur magazine's Top Small Company Culture. 

Passionate about people and numbers, Lisa is a goal-driven lifelong learner, avid reader, history buff, and architecture enthusiast. Committed to giving back, she engages in nonprofit work and mentors aspiring women annually.
Libby Greiwe is known for scaling her financial planning firm while working just 3 days a week. She started her own financial planning business from scratch, and over the years, she scaled into a 7-figure firm as a solo advisor. She knows what it takes to build a 100% referral-only practice and not have to GRIND out the hours to be successful. She ran her own planning business for 16 years, culminating in a sale & retirement in 2019. 
  
Now, she’s just obsessed with helping other amazing advisors do the same thing by building out the 7 core processes that every financial advisor practice needs!

The Heritage Institute | Genacy LLC

Rodney (Rod) C. Zeeb, JD, HDP™, is the founder and CEO of The Heritage Institute® and GenacyTM. The Heritage Institute provides training and certification for trusted professionals, conducts and distributes original research, offers mentoring, coaching, and marketing support for professional advisors, and provides consulting services directly to individuals and families. 

Rod is the host of the 'Trusted Advisor' podcast, speaks on issues related to multi-generational planning, is the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship, co-author of the novel What Matters, and has been quoted in both US and international publications. 
HOW WAS rTS TAX SUMMIT 2023

What other financial advisors have to say about the RTS Tax Summit

SPONSORS 
The Perfect RIA teaches advisors proven systems for doubling their income by delivering massive value to clients. Based on the wildly successful practices of Micah Shilanski and Matthew Jarvis, TPR follows the first rule of success: Do What Works.
When you realize you need help, the last thing you want is to spend hundreds of hours trying to find it. BELAY takes the hassle out of hiring by intentionally matching you with exceptional Virtual Assistants, Accounting Professionals, and Social Media Managers.

Wealth.com is the only tech-led end-to-end estate planning solution built specifically for financial advisors. Wealth was founded to break down barriers to estate planning, creating a dynamic ecosystem that grows with members and removes the complexity and confusion from antiquated options that existed before Wealth.
Foundational Income Associates was founded to help financial advisors and insurance professionals grow their businesses. With extensive knowledge of nearly every aspect of the financial planning industry, they strive to be at the forefront of what’s working for advisors nationwide. 
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