Retirement Tax Services Podcast
Getting practical on taxes
Oct 21, 2024
Explore the highlights from the recent Tax Planning Summit, revealing attendee feedback and plans for future improvements. Discover the upcoming free webinar that focuses on Roth conversions, aimed at empowering tax advisors with strategic insights. Get tips on how to effectively manage and report tax knowledge to optimize client outcomes. Stay informed about the 2025 Tax Planning Summit and how to expand your tax expertise sooner rather than later!
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Quick takeaways
- The RTS Tax Planning Summit has seen a significant increase in participation, highlighting the growing interest in advanced tax strategies among financial advisors.
- Effective Roth conversion strategies focus on clear client communication and addressing concerns, ensuring that the benefits of tax planning are well understood and appreciated.
Deep dives
Commitment to Tax Planning Events
The discussion highlights the significance of the RTS Tax Planning Summit, which aims to enhance tax planning for financial advisors. This year saw a doubling of attendees, reflecting a strong interest in improving tax strategies among professionals. Plans for the next summit in October 2025 are already in place, showcasing an ongoing dedication to expanding the event and fostering a collaborative environment for learning. Continuous feedback from attendees is being utilized to enhance future iterations, ensuring that each event provides valuable insights and practical applications for tax planning.
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