No, Every Advisor Isn’t Doing Tax Planning, But Yes, They Should. With David Rae
How to incorporate taxes into your financial plans as an advisor and the importance of building a solid relationship between an advisor and a CFP.
But What Is RTS Anyways?
Exactly who Retirement Tax Services is, how it began as a company, and how it continues to bridge the gap between tax professionals, financial advisors, and their mutual clients.
CPA Wisdom on Getting Ready for Tax Filing Season With Johnna Long
Several things you can do to be prepared for the end of the year and tax filing season, including some missteps to avoid along the way.
Tax Preparer and CFP with Jason Speciner
Jason Speciner will discuss the shift in his practice that he has seen since bringing tax preparation in-house and the hurdles he and his team have faced along the way.
Tax Planning for Business Owners (Part 2) With Jamie Shilanski, CFP
Jamie Shilanski, CFP, will be sharing her experience working with CPAs and how she has created the ultimate tax planning strategy for her clients.
The Tax Planning Process Every Advisor Can Implement
The 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.
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