Free Webinar... You’re Invited!
The Financial Advisor’s Silver Bullet: Taxes
December 9, 2025 , 9 AM PST | HOST: STEVEN JARVIS, CPA
Top advisors aren’t better salespeople -
they’re better at taxes.
Learn the tax strategies most CFPs and CPAs don’t know... and your competition hopes you never learn.
This free webinar is for financial advisors who want to help clients pay less in taxes - legally and ethically and in return create raving fans and a steady pipeline of ideal new clients.
And by steady, we mean 10–20% growth or $10M+ new AUM annually. If you’re just skating by, collecting minimal AUM, and hoping clients won’t notice… this webinar isn’t for you. But if you’re committed to delivering massive value and accelerating growth, you’re in the right place.
Tax planning is the closest thing advisors
have to a silver bullet...
Every client files taxes every year.
Every client wishes they paid less.
Almost nobody - not their advisor, not their CPA, not YouTube... is helping them do it.
Steven Jarvis, CPA, works with hundreds of advisors each year and has seen firsthand that the highest-performing advisors all share one thing: they understand taxes deeply and they can explain complex strategies in simple, client-friendly language.
Meanwhile, thousands of advisors struggle to attract and retain ideal clients who notice their value.
In this FREE WEBINAR you’ll see exactly how top advisors deliver tax savings that clients notice, and how this creates referrals, premium fees, and a steady stream of new ideal clients.
December 9, 2025 | 9 AM PST
What You’ll DISCOVER?
This webinar shows how to make taxes your competitive advantage. You’ll walk away with practical strategies you can apply immediately to delight clients, increase referrals, and grow your practice.
You’ll learn how to:
Make taxes your silver bullet for attracting and retaining ideal clients.
Apply practical tax strategies your clients will notice immediately.
Communicate complex tax insights in a simple way that inspires action.
Use tax returns for finding new opportunities.
Systematize value delivery: every quarter, every client, every year.
Implement strategies like: 1099 Letter, Roth Conversion Analysis, 37-Point Checklist, Estimated Tax Payment Guide, COI Networking Strategy, Rental & Vacation Property Assessments, 9 Strategies for Business Owners, Backdoor Roths the right way...
IS THIS WEBINAR FOR YOU?
If you’re looking for a magic trick, this isn’t the room for you. But if you’re ready to implement real strategies that make a measurable difference, you’ll benefit from this session.
You are welcome if you are:
Growth-minded advisor who want compliant, repeatable tax wins,
An advisor tired of fee pushback, DIY clients, and competing on price,
Ready to implement real-world, actionable tax strategies that make a tangible difference for clients.
If you’re not just skating by, collecting minimal AUM, and hoping clients won’t notice - join us on December 9th.
December 9, 2025 | 9 AM PST
WHAT OTHERS ARE SAYING ABOUT RETIREMENT TAX SERVICES...
"Huge fan of what you are doing. It's provided me so much value and insight on issues & topics which are vital to my practice yet often go overlooked by advisors."
- Ben S.
"I didn't even know a service like this existed, what RTS is doing is awesome!"
- Tad H.
"What I love about RTS is you're given very specific action items and things to take away and implement immediately."
- Jennifer J.
Why It Works?
Top advisors aren’t better salespeople - they’re better at taxes. They find savings clients never expected. They deliver proof of value instead of generic promises. They create a steady stream of referrals and premium-fee clients.
Even showing a client $220,000 in savings from a single tax return can make closing effortless.
Advisors who implemented these strategies consistently report:
1. More referrals from existing clients
2. Easier client conversations
3. Significant increases in fees and AUM
Don’t miss this opportunity to turn taxes into your competitive advantage....
Turn taxes into your silver bullet for attracting and keeping ideal clients. Register for this free webinar - December 9, 2025 | 9:00 AM PST.
LEARN FROM THE BEST, IN-THE-TRENCHES, ‘WE ACTUALLY DO THIS EVERYDAY’...
STEVEN JARVIS, CPA
Retirement Tax Services CEO and Head CPA
Steven works exclusively with Financial 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 and clients look forward to working with. He is the “least boring” CPA you’ll ever meet. He proudly has NOT committed the entire tax code to memory and instead focuses on teaching financial advisors how they can actually work with their clients to help them not get killed on taxes. Everything Steven does is focused on how to take action.
Copyright @ Retirement Tax Services - All Rights Reserved
