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.

Where Financial Planning Actually

Hits the Tax Return

on-demand session

with Steven Jarvis, CPA & Micah Shilanski CFP®

START NOW! Purchase now for only $47!

Unlock this powerful on-demand session and earn your CFP CE credits while gaining the tax insights that will elevate your financial planning.

This is a session that Steven and Micah presented live to over 100 advisors which means in addition to gaining access to great content you'll get to hear the questions that were asked and the answers Micah and Steven gave based on their year's of experience.

No waiting for a live event—get immediate access!

Steven Jarvis, CPA

Retirement Tax Services

CEO and Head CPA

The Retirement Tax Services Podcast Host

Micah Shilanski, CFP®

The Perfect RIA Co-Founder

Shilanski & Associates, Inc.

Plan Your Federal Retirement

What’s Inside This ON-DEMAND SESSION?

In this course, Steven Jarvis, CPA, and Micah Shilanski, CFP®, guide you through the process of translating your financial planning into real-world tax impacts. You’ll see exactly how the decisions you make for your clients show up on their tax returns, and you'll get practical tips for improving your tax planning strategies—without needing to become a tax professional yourself.

What you'll learn:

Understand Your Clients’ Tax Returns: See where your financial planning decisions appear on their returns and gain the insight to improve those outcomes moving forward.

Plan Ahead: Discover simple tracking methods that keep you on top of financial decisions throughout the year—so you can stay ahead of the next tax season.

Master Tax Planning Best Practices: Learn how to work with clients and their tax preparers to ensure your plans are accurately represented and avoid costly mistakes.

Communicate Tax Impacts: Understand where your clients' financial planning intersects with taxes, and know exactly what they need to tell their tax preparers.

Start Learning Now Get immediate access and earn CFP CE credits today!

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.

Why You Need This Course Now?

This on-demand session is designed to help you make tax planning work for you. As a financial advisor, you don’t have to be a tax expert, but understanding how your decisions impact tax returns is essential. This course offers practical knowledge, actionable advice, and strategies you can implement immediately.

This course is perfect if you’re a financial advisor who:

Wants to deepen their understanding of how their financial advice affects clients’ tax returns.

Aims to improve their tax planning skills and offer even more value to clients.

Is ready to confidently communicate with tax preparers, making sure your plans are implemented correctly.

Get started for just $47 and gain immediate access to valuable knowledge that can improve your tax planning practices and enhance your client outcomes.