Steven Jarvis
CPA, MBA
RTS works with all types of advisors, from independent RIAs to wirehouse advisors and broker dealers. If you want to help clients stop overpaying the IRS, we need to talk
There is endless theory and content libraries around taxes and tax strategies, RTS partners with advisors to ensure you are getting the best content AND real life examples from actively practicing advisors on how to implement our strategies
RTS works closely with financial advisors to deliver massive value to their clients
We work closely with compliance departments around the country to help financial advisors deliver tax strategies without crossing the line into licensed tax advice
Some financial advisors may be tempted to wash their hands of taxes and leave them to the accountants. But that approach doesn’t ensure the best outcome for their clients. Great financial advisors know that, while the calendar has turned over on 2022, there is still work to be done before it is left behind. And that work is around taxes.
Read MoreThere is also no earned income requirement to convert to a Roth. As long as you have a balance in an IRA, in theory, you can keep converting to a Roth as long as you like.
Read MoreThe default approach to tax preparation does little to ensure tax planning, and with it tax savings, are actually happening. This creates a huge opportunity for financial advisors who are willing to be proactive.
Read MoreAre you looking for a Tax TEAM that delivers massive value to you, your firm and your clients?