tax planning - Retirement Tax Services

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.

Tax Planning for Business Owners (Part 1) With Jamie Shilanski, CFP

What to be aware of when it comes to taxes as a business owner because a one-size-fits-all approach never works.

Communicating with the IRS with Micah Shilanski, CFP

What to do if your client receives a letter from the IRS.

Does Everyone Do Tax Planning Already? With Steve Atkinson

Consciously impacting tax planning.

Writing the Book on Solo 401(k)s with Sean Mullaney

The importance of education and communication with your clients to ensure they never miss out on tax planning opportunities.