2024 RTS Tax Reference Guide V2
![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/inv2.png)
Recommended Articles
7 Tax Pitfalls Financial Advisors Should Avoid This Season
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 More![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/blue_arrow.png)
Congratulations! You’ve Got Your Client’s Tax Return… Now What?
Background Our team is continually reviewing tax returns for our Members. Believe it or not, we really enjoy it. We may be nerdier than most, but a tax return […]
Read More![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/blue_arrow.png)
How to Use a Client’s Tax Return to Map Financial Success
When advising clients on taxes financial advisors must remember that education and action are both critical.
Read More![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/blue_arrow.png)