Tax Payer Annually 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

Select Payment Method

Stripe Payment Manual

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

Is it too late to convert to a Roth?

There 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.

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.

Advisors’ Guide to Capital Gains Taxes and Tax-Loss Harvesting

Unlike income from working a job or operating a business, which is subject to tax as it is earned, capital gains and losses are unique in that taxpayers can choose when to recognize a taxable transaction.