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 Sessions + CFP CE

Learn More, Pay Less:

2 Power Sessions + CFP CE for $68!

We’re bringing you two expert-led Power Sessions in 2025 to help financial advisors master tax return reviews and income tax payments.
Each session is $47, but you can grab both for just $68—saving you 30%!

Join Steven Jarvis, CPA, and Matthew Jarvis, CFP®, for actionable tax strategies that will set you apart and help you deliver massive value to your clients.

2 expert-led sessions

Earn CFP® CE credits

30% savings—more learning, less cost!

May 7, 2025 Power Session

August 20, 2025 Power Session

SESSION BREAKDOWN: WHAT YOU'LL LEARN

Post-Tax Deadline Action Items for Financial Advisors

07 May, 2025

This session will give attendees an action plan for how to successfully get copies of tax returns from their clients and what to do once they have them. The number of tax returns you look at is WAY more important than the number of letters after your name, we'll teach you how to get, review, and take action on tax returns in a way that will set you apart and deliver massive value to your clients. We have no doubt May will still be an uncertain month when it comes to how tax laws could change this year so we will also walk through how we are approaching Roth conversions in spite of the political chess match around the tax code.

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

20 August, 2025

This session helps financial advisors navigate how income taxes actually get paid on different sources of income. That may sound like a straightforward proposition but for taxpayers who have spent most of their lives primarily earning W-2 income, other income sources come with nasty surprises at tax time. We'll walk through 7 different areas of income on the 1040, how taxes are calculated, and how those taxes ultimately get paid (spoiler: for multiple of these sources there is no automatic way to pay taxes and clients and prospects need your help navigating that reality). No conversation about paying taxes would be complete without a refresher on safe harbor rules, the various versions of form W-4 and why withholdings are superior to estimated payments, so we'll cover all of that for you too.

Unlock 2 Power Sessions! Normally $47 Each—Now Both for Just $68!

Steven Jarvis, CPA

Retirement Tax Services CEO

and Head CPA

The Retirement Tax Services Podcast Host

05.07.2025

08.20.2025

9 AM PST

Matthew Jarvis, CFP®

The Perfect RIA Co-Founder

Jarvis Financial Services CEO

Author of "Delivering Massive Value"

Want Just One Session?
You can still register for either session individually at the regular price of $47

each—but why stop there?

SAVE YOUR SPOT! Get your CE Credits!

By grabbing both for just $68, you’ll

save 30% and be fully equipped to

deliver even more massive value to your clients. More knowledge, more impact,

and more savings—it’s a no-brainer!

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.

WHO ARE THESE POWER SESSIONS FOR?

Advisors seeking actionable strategies for navigating post-tax season and tax return reviews, ensuring clients get the best results.

Financial professionals looking for a structured plan on how to collect and review tax returns to deliver massive value to clients.

Advisors wanting to stay ahead of the curve with Roth conversion strategies amidst potential tax law changes.

Advisors who want to offer expert advice on tax scenarios that could be challenging for those transitioning from W-2 to other income types.

Financial advisors looking to help clients understand how new sources of income impact taxes and avoid costly surprises.

Advisors needing help with tax payment navigation, including the complexities of income on the 1040 and when there’s no automatic tax payment system in place.

Financial professionals wanting to guide clients through safe harbor rules, W-4 versions, and better tax withholding strategies instead of estimated payments.