Stop Client Tax Surprises: 
CE Course for Financial Advisors

Ever had a client come to you and panic over a new income source?

" Help! I Have a New Source of Income… How Do My Taxes Get Paid?"

Whether it’s a side hustle, rental property, or investment gains, most clients don’t know how to handle the tax implications and that’s where you step in. This on-demand, CE-eligible course equips financial advisors with practical tools and strategies to confidently guide clients through new income streams - no theory, no fluff, just actionable steps that work in the real world.

Why this course matters...

Most financial advisors wait until January to think about taxes - but by then, it’s too late. The best time to impact your clients’ next tax outcome is right now. 

April 15th comes faster than anyone expects, and without early planning, clients stay stuck in the same frustrating cycle year after year.

This course gives you the practical tools and strategies to take control of client taxes with confidence:
 Prevent surprise tax bills before they happen.
 Guide clients with a simple mantra: “Whatever creates the tax bill pays the tax bill”- perfect for Roth conversions, real estate sales, Social Security, and more.
 Translate complex concepts into plain language using real client examples.
 Walk away with scripts and actionable steps you can implement immediately.
 Earn 1 CE credit while improving client outcomes and your advisory value.
It’s everything advisors need to confidently step into the tax conversation and deliver meaningful results.

Brought to you By:

Steven Jarvis, CPA

Steven Jarvis, CPA works exclusively with Advisors and their Clients to help them not-overpay the IRS. 
His approach to combine tax preparation with tax planning makes him the CPA that Advisors look forward to working with. 

Steven is a nationally recognized speaker and recently published a book, “Don’t Get Killed on Taxes”.
Matthew Jarvis, CFP®

Matthew Jarvis, CFP has been recognized around the world as having a 'highly-profitable, hyper-efficient, lifestyle practice.' In addition to running his practice, Jarvis is the co-founder of The Perfect RIA podcast, coaching and technology company. 

While Jarvis his proud of his professional accomplishments, his greatest joy comes from his family. Part of his commitment to family involves taking six months of vacation each year to spend on adventures.

What You'll Learn...

Take control of your clients’ taxes and give them clarity, confidence, and peace of mind. 

This course will teach you how to:
 Catch tax surprises before they happen - Understand multiple W-2s, equity compensation, and bonuses so clients aren’t blindsided at tax time.
 Spot errors in investment and retirement accounts - Learn how to identify misreported brokerage, IRA, and 401(k) income and avoid costly mistakes.
 Plan for taxes on taxable brokerage accounts - Translate growth vs. cash for clients, set aside funds, and prevent panic over unexpected tax bills.
 Handle Roth conversions and backdoor Roth contributions – Ensure proper tax planning, fund allocation, and order of operations for maximum client benefit.
 Guide clients through Social Security and pension withholdings - Help them plan proactively when federal and state taxes aren’t automatically withheld.
 Proactively fix issues with the IRS - Learn how to resolve errors before they escalate, minimizing penalties and stress for your clients.
Don’t wait until tax season chaos hits - get this course now and gain the practical tools, proven scripts, and confidence you need to guide your clients through every new income source with clarity and control.

what others are saying about retirement tax services

"Since joining Retirement Tax Services last year my knowledge of tax planning has grown exponentially."

Ethan M.

"Since I started as an member and began using the resources, my practice has grown tremendously. I’ve landed my biggest client ever, and the tools help me get the reps in to keep building every day."

Jake F.

"Huge fan of what you are doing. It's provided me so much value and insight on issues and topics which are vital to my practice yet often go overlooked by advisors."

Ben S.

"This first year of RTS Premiere was everything I could have wanted!" 

Chad C.

Chad C.

Ethan M.

Jake F.

Ben S.

Chad C.

Be the advisor your clients rely on - start this course today and turn potential tax headaches into seamless, confident planning.
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