NOT SURE IF THE 7-MISTAKES POWER SESSION IS RIGHT FOR YOU?

We guarantee you will find at least $10,000 of actionable advice in this power session, but as a gesture of good faith, even if you don’t attend, here is a tax education piece you can use with clients and prospects today.

DOWNLOAD THE TAX GUIDE

To be emailed a full res version for your use, click above.

*Please note: This tool is copyrighted by Retirement Tax Services. You have our permission to use it exactly as is, with no changes or modifications. Any alterations will be considered copyright infringement and we’ll have to release the attorneys after you.

Nation Power Session + CFP CE

Where Financial Planning Actually

Hits the Tax Return

with Steven Jarvis, CPA & Micah Shilanski CFP®

Attend, learn, and earn CFP CE credits while making sure your clients are getting the best outcomes this tax season. It's the perfect win-win.

Steven Jarvis, CPA

Retirement Tax Services CEO

and Head CPA

The Retirement Tax Services Podcast Host

February 12, 2025

11:00 AM PST

Micah Shilanski, CFP®

The Perfect RIA Co-Founder

Shilanski & Associates, Inc.

Plan Your Federal Retirement

What Should You Expect from This Power Session?

Unpack your clients’ 1040s and see how the financial planning you’re already doing plays out during the tax filing season. This session will deepen your understanding of the tax impacts you're creating and provide best practices for ensuring those impacts are accurately reported - without the need to become a licensed tax pro yourself.

Tax Planning’s Real-World Impact:

Explore exactly where your financial planning decisions show up on a client’s tax return and how you can make them work for you.

Get Ahead for 2025:

Learn how to track financial decisions year-round to stay ahead of tax season and keep clients on the right track.

Best Practices for Tax Planning:

Discover simple ways to help clients accurately share the planning you help them do with their tax preparer to help their return get more accurately filed (all while learning the importance of double-checking YOUR work by reviewing your clients’ completed tax returns).

From Planning to Execution:

Understand the tax impacts of common financial planning and learn ways to effectively communicate on those topics with your clients while helping them translate all of that to their tax preparer.

The timing of this session is not an accident. We’re coming up on your clients getting their 2024 tax returns completed which means you need to be in top tax form to review those tax returns and make sure the planning you helped them with last year was reported correctly. Having this tactical session in February also sets you up to be proactively talking and taking notes for the 2025 tax filing season as well.

Don't just talk tax planning—see exactly how it impacts your client's actual tax return.

This session brings real-world examples and actionable tips!

SAVE YOUR SPOT Get your CE Credits!

WHAT OTHERS ARE SAYING ABOUT
RETIREMENT TAX SERVICES

"What I love about RTS is you are given very specific action items and things to take away and implement immediately."

- Jennifer J.

"I didn't even know a service like this existed, what RTS is doing is awesome!"

- Tad H.

"The resources I get from being an RTS Member has already helped me develop fruitful relationships with CPAs"

- Glenn M.

IS THIS POWER SESSION FOR YOU?

Are you a financial advisor looking to better understand how your planning decisions show up on your clients' tax returns?

Are you ready to level up your tax planning skills and offer even more value to your clients in 2025?

Do you want to know which line your clients should be looking at to see just how much your tax planning has saved them?

Do you want to know where to find Modified Adjusted Gross Income (MAGI) to understand how your recommendations might impact Medicare?

Do you want to see exactly where your financial planning activities show up on a client's tax return?

Are you interested in earning CFP CE credits while gaining valuable, real-world tax planning knowledge?

Are you confident in understanding which tax bracket your client’s ordinary and capital gains income will fall into after executing your plan?

Do you get your team members involved in the process? This session can help them improve their skills or learn the basics so you can start delegating

If you're nodding to any of these questions, don’t wait. Join us for a session

designed to elevate your tax planning skills in 2025.

Sign up now and ensure your clients see the true value of your planning!