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.
HOW WAS rTS TAX SUMMIT 2023

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

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