5:30 pm - 8:00 pm - Registration, Swag Bag Pickup, Sponsor Meet and Greet, Bingo Starts
#1 Conference Day - September 28th
8:30 am - Conference Welcome and Kick-off
8:45 am - Building Your 2024 Tax Planning Calendar - Matthew Jarvis, CFP®
Action is the only thing that counts! We are going to give you the framework and make sure everything you learn has a place to get implemented.
9:45 am - Tax “Advice” and Compliance - Leila Shaver
Advisors from the smallest RIA to the biggest BD are incorporating taxes into their client service WITH the blessing of compliance. An Attorney specializing in working with Financial Advisors, Leila Shaver will teach attendees how to navigate the actual rules around tax planning and stop being scared of the bogeyman.
10:45 am - Morning Recap and Action Items
10:55 am - Morning Break (Coffee and Attendee Bingo)
11:15 am - All Things Roth - Steven Jarvis, CPA
Is there anything better than tax-free? In this session, Head CPA, Steven Jarvis.
12:15 pm - Lunch (Sponsor and Attendee Bingo)
1:30 pm - Tax Planning in the Real World, “How do I get my team Involved?” - Micah Shilanski, CFP®
With over 20 years of experience in tax planning, leading teams, and building incredible processes, Micah can cut through the headlines and get down to what really works in practice. To make sure attendees are armed with the resources, they need to level up their own tax planning processes, Micah will be sharing blueprints (the actual steps in his process) and the templates he uses with his team to get, review, and deliver massive value on tax returns for his entire client base.
2:30 pm - What’s new in tax planning - Sheryl Rowling, CPA
Sheryl is a CPA/Personal Financial Specialist with 30 years of experience in taxation, financial planning, investment management, and wealth advisory services. She is also the author of the CCH publication "Tax & Wealth Strategies for Family Businesses.”
3:30 pm - Afternoon Break (Coffee and Attendee Bingo)
3:45 pm - Tax Planning Panel of Success
We have invited some of the best Advisors in the industry to come and share their experience with building successful practices around.
5:00 pm - End of sessions for the day, Sponsor and Attendee Bingo
8:00 pm - Exclusive Evening Events for RTS Members to be announced
#2 Conference Day - September 29th
7:15 am - 8:15 am - Breakfast (Sponsor and Attendee Bingo)
8:30 am - Day 2 Kickoff
8:45 am - Let’s Review a Tax Return - Steven Jarvis, CPA, and Micah Shilanski, CFP®
One of the most common requests the Retirement Tax Services gets from Financial Advisors is around reviewing tax returns. This session will be a hands-on case study led by two of the industries best at doing it.
9:45 am - Tax Session to Be Announced
We are already bringing the topics we see making the biggest difference in Advisor practices across the country. Still, we want to ensure every attendee gets as much value out of this event as possible. When attendees purchase their tickets, they will get the chance to give input on what would make this conference truly “next level.”
10:45 am - Morning Break (Coffee and Attendee Bingo)
11:00 am - Conference Q&A - Led by Steven Jarvis, CPA
Throughout the conference, attendees can submit questions for our tax experts to answer as we cap off the conference and address your burning questions live.
12:15 pm - Conference concludes
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