Essentials Annual Membership Plan

If you are an existing RTS Essentials or INVICTUS Member and are upgrading to RTS Premiere, please login with your RTS credentials. Login Now

First Name:* First Name Required

Last Name:* Last Name Required

Company Name:* Company Name is Required

Cell Phone Number:* Cell Phone Number is Required

Total Number of Clients Served:* Total Number of Clients Served is Required

Estimated Number of Tax Returns for 2022:* Estimated Number of Tax Returns for 2022 is Required

Email:* Invalid Email

Password:* Invalid Password

Password Confirmation:* Password Confirmation Doesn't Match

Stripe Payment

Pay with your Credit Card via Stripe Checkout

Javascript is disabled in your browser. You will not be able to complete your purchase until you either enable JavaScript in your browser, or switch to a browser that supports it.

*By submitting your payment you agree to our Terms and Conditions and Privacy Policy.

No val Please fix the errors above

Recommended Articles

5 Things Taxpayers Get Wrong When Itemizing Deductions

Background Everyone is interested in lowering their taxable income. The desire to personally pay less might be one of the few views consistently shared across all political party lines. […]

Advisors: How To Clear Up Tax Confusion

Forosophobia In February of 2021, a psychologist suggested a new phobia in Psychology Today: Forosophobia is the proposed “fear of taxes and the IRS.”

State Tax Tips for Financial Advisors

When Congress changes federal tax law, it always dominates the headlines, but the IRS' portion of a taxpayer’s income is only part of the story. Every state has their own unique set of tax rules, and it is not enough for financial advisors to be versed in the rules of their home state. Eight states have no individual income tax. For the other states, there are 42 different sets of rules on what type of income is taxed, how it is taxed, at what rate it is taxed and whether where you work or where you live is more important. Then one could wade into local taxes, with nearly 5,000 jurisdictions in 17 states imposing a local income tax, which can treat nonresidents differently than residents.