What You Get With Retirement Tax Services "Essentials"
All for just $197/month
(total annual value: $11,000+)
Monthly Tax Planning Newsletter + Guides
Value: $397/month
Detailed breakdowns of timely tax topics - paired with scripts, real-client examples, and communication tools you can use right away.
Tax Return Review Video Library - Value: $297/quarter
See real (redacted) returns reviewed by our tax team so you can learn from real-world client cases - quarter after quarter.
CE-Eligible Webinars (Live + On-Demand)
Value: $47/quarter
Hosted by a practicing CPA and advisor, focused on strategies that work in real advisory firms. Ask questions live or watch later.
$500 OFF THE SUMMIT - Value: $500 discount
Get exclusive member pricing for the only event dedicated entirely to tax planning for Financial Advisors.
Private Member Forum - Value: Priceless (depends on your engagement)
Get support, swap ideas, and learn from other advisors doing tax planning the right way. Moderated by our expert Tax Team.
Tax Checklists & Planning Resources - Value: $397
Year-end prep tools, reference guides, and proven systems - all designed by and for advisors.
Access to On-Demand Masterclasses - Value: $594
Deep-dive training on tax topics you can’t afford to miss. Bonus: they’re CE-eligible.
THE VAULT: Full Archive Access - Value: $4,728
(and growing monthly)
All past RTS-exclusive content, resources, and recorded sessions at your fingertips - available instantly.
That’s over $11,000 in Tax Planning Resources
...for just $197/month.
Because great advisors don’t wing it - they plan for impact.