tax planning - Retirement Tax Services

Writing the Book on Taxes (Literally)

The common myths tax players believe that may end up costing them money.

Taking Action on SECURE 2.0

Several highlights of the new law and explanations of what this means for you and your clients.

Taxes and Content Creation with Broc Buckles & Peter Ciravolo

How the insurance industry is changing, how insurance overlaps with taxes and why your practice should always have your client’s interest first.

Visualizing Tax Planning with Ross Riskin

Ross Riskin shares his knowledge on visualizing tax planning, specifically why visuals are so much more impactful than just text alone.

But How Is My LLC Taxed? With Micah Shilanski

Advice for ensuring your clients are always prepared for their tax bills, regardless of their business type or income level.

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.