2024 RTS Tax Reference Guide

Recommended Articles
5 Things Advisors Miss On The 2020 Tax Return
Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do
Read More
7 Reasons Advisors Should NOT Do A Client’s Roth Conversion
Almost without fail, when financial advising and tax planning come up in the same conversation, a client’s Roth conversion is the first, second, and third examples advisors give. But, when […]
Read More
Turn CPAs Into Referral Sources
Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.
Read More