➡️ Tax checklists and resources
Whether it’s year end planning or simply a tax reference guide designed by and for financial advisors, we provide tools to help make tax planning more valuable for you and your clients.
• Annual Tax Reference Guide - your go-to resource for accurate, efficient, and comprehensive tax information, empowering you to make informed decisions and support client needs effectively.
• 37-Point Checklist - a comprehensive framework for accurate tax reviews, identifying opportunities, mitigating risks, enhancing client relationships, supporting compliance, empowering decision-making, and delivering exceptional value.
• 8606 Reference Guide - A hands-on printable worksheet that will help you navigate backdoor Roth contributions along side your clients in a way that adds value instead of creating confusion.
• Client facing communications;
• Estimated tax payment guide;
• Tax birthdays and milestones;
• "My first rental" checklist;
• Top ten myths your clients believe;
• And so many more...
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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.