RTS #069 That’s a wrap!

Today, we are wrapping up the 2nd annual RTS Tax Summit, and even with a few hours left on the agenda, it has already been a huge success. With double the audience from last year and an expanded lineup of industry-leading experts, there was little doubt it was going to be an incredible experience, and it has not disappointed.

We do our best to bring great content to our newsletter subscribers like you and even more to our RTS Essentials and Premiere Members but nothing beats the leveling up that can take place when you put this many Advisors committed to tax planning in the same room. The lessons from the stage were just a piece of the magic as we gave attendees ample opportunities to network and learn from each other (and for a little added fun, the Summit was once again hosted by a professional comedian).

This year, with our expanded agenda, we were able to add new topics like prospecting, systems and processes, business valuations, and CPA collaborations. Everyone leaving the conference will have plenty to put into action when they get home…for everyone who missed out this year, there is really just one action item: get on the waitlist for Summit 2025!

We’ve already started the preparations and planning, so make sure your name is at the top of the list to join us as we go for the 3peat of incredible tax planning conferences in the fall of 2025.

We can’t wait to see you there!

Happy Tax Planning!

P.S. We love it when people commit early, so join the waitlist today for exclusive opportunities and pricing when registration opens.