That’s a wrap on 2024
Wishing all the best to you and yours this holiday time of year as we wrap up the year. It’s been another incredible year for RTS, so many exciting things to celebrate, including the RTS Summit DOUBLING in size and getting a name to the Kitces.com “Best of” conferences list along with the tax team growing and expanding our Premiere + Tax offering. We continued bringing game changing resources on tax planning in our quest to transform the way that financial advisors do tax planning.
Between taxpayers and financial advisors, we are having a direct impact on the way thousands are approaching tax planning. And we’re going to keep leveling up in 2025. So, as we close out the year we have a few dates for you to hold on your calendar for 2025, which will include CE credits for all our CFP friends:
- February 12th, 11 am PST – Where Your Financial Planning Actually Hits the Tax Return CE Eligible Virtual Power Session
- May 7th, 9 am PST – CE Eligible Virtual Power Session on Tax Planning (we’ve got a great line-up of topics, but we’re waiting on Congress like everyone else before we commit too hard)
- August 20th, 9 am PST – CE Eligible Virtual Power Session on Tax Planning
- September 30th – October 3rd, Live in Tempe, The Summit 2025, expanded agenda and even more top tax experts as we add to this already amazing event
We’ve got other exciting announcements coming in 2025, so plenty to look forward to as we turn the calendar over to a new year.
As you kick off the new year, remember that intentionality is what counts when it comes to serving your clients. Whether it’s getting your 1099 letter out, requesting tax returns, helping clients have a good tax filing experience, or proactively helping them not get killed on taxes, great things don’t happen by accident. Let’s make 2025 another great year for the taxpayers we all serve.
Happy Tax Planning!
