For Financial Advisors Committed To Deliver Massive Tax Value
RTS ESSENTIALS MEMBERSHIP
Every financial decision you recommend to a client has a tax effect, great advisors are doing something about it.
WHAT IS INCLUDED?
Tax Checklists & Resources
Monthly Content- Newsletters, Email Updates, and Beyond
Deep dive on a specific tax topic that covers the technical details AND how to deliver value to real clients. Backed by insights from Financial Advisors actively serving clients, our recommendations are tried, tested, and proven effective. Which means we know they work! We go beyond theory, equipping you with scripts, handouts, and example emails to masterfully communicate complex topics.
Quarterly Tax Return Reviews
Once per quarter, you can submit a tax return (we recommend a prospect or top client so you get the most value) for our team to review and provide insight.
* Submit your return for expert tax analysis and personalized feedback during the first four days of the month.*
Access to Masterclasses
Driven by our commitment to delivering what works, our expert-led masterclasses are meticulously created to foster ongoing learning and professional development. Designed to deliver invaluable insights, refine skills, and enrich expertise in tax planning, they ensure you provide massive value to your clients.
Member Exclusive Webinars (Virtual Trainings)
Everything we do is focused on “what works” for financial advisors, which is why we are committed to bringing you monthly live content that is co-hosted by Steven Jarvis, our resident Head CPA AND a financial advisor currently serving clients. This is also another opportunity for our members to ask questions. All sessions are recorded and made available on-demand to our members.
Coaching and Connection via Members Forum
This is your chance to engage with the RTS community in our exclusive Members Forum, moderated by our RTS Tax Team, and receive expert guidance from industry leaders like Steven Jarvis, CPA, Matthew Jarvis, CFP®, and Micah Shilanski, CFP® for tax inquiries. Here, we're all about personalized coaching, learning from each other, building connections, tackling challenges together, always striving to improve, and offering support.
RTS Annual Tax Summit
Unlock expert insights and industry trends at the Annual Tax Planning Summit with SPECIAL MEMBER PRICING, and gain invaluable networking opportunities, professional development workshops, business growth strategies, client value resources, and inspiration for your practice.
Step 1: Contact Information
First Name:
Last Name:
Email Address:
Company:
Phone Number (xxx-xxx-xxxx):
Step 2: Payment Information
| Item | Price |
|---|---|
| $197 Per Month | |
| $2,125 Annually |
| Membership | amount |
|---|---|
| Dynamically Updated | $XX.00 |
By checking this box, I agree this is a yearly commitment, even if paying monthly, starting from today's date. I also understand that my yearly membership will auto-renew unless I reach out to the Retirement Tax Services prior to the end of each twelve-month cycle to let them know I plan on cancelling my membership. (Why a year?? It will take at least that long to change your practice by implementing the changes from this program.)*
1 Year Commitment
By completing your order, you agree to 1 Year Agreement.
Secure Processing
All orders are through a very secure network. Your credit card information is never stored in any way. We respect your privacy.
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