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.