Faith and Tech Bytes with Amy Lynn
Change Is Hard
Nov 11, 2024
Matthew Jarvis, highlights from the first annual RTS Tax Planning Summit: backdoor Roth conversions, LLC vs S corp decisions, creating a community atmosphere, effective communication in tax planning, learning from experienced speakers, reflections on the conference and plans for next year, upcoming Tax Planning Summit and events.
01:48
Episode guests
Chrome browser recently did an update and I wrote about how to fix it in my blog. Adjusting after all these years to a strange icon can be very hard to do.
Change is hard but it doesn't have to be and it doesn't have to be done alone. The same thing can happen when you discover faith, salvation, or religion of any kind. Adjusting to let's call it "terms of service." Adjusting your behavior or outlook can be quite a difficult task. It can feel daunting or overwhelming. It takes time and focus. Don't give up, there is help out there.
Isaiah 43:19 says "See, I am doing a new thing! Now it springs up; do you not perceive it? I am making a way in the wilderness and streams in the wasteland."
Resources:
https://thevoiceofamylynn.wordpress.com/2024/10/18/did-your-html-htm-chrome-icon-change-heres-the-fix/
Be sure to Like, Subscribe, and Follow to our social media channels:
https://www.facebook.com/AmyLynnsVoiceOvers
https://twitter.com/amylynnorg
https://thevoiceofamylynn.wordpress.com
https://www.youtube.com/AmyLynnOrg
Visit our website at: http://www.amylynn.org
Change is hard but it doesn't have to be and it doesn't have to be done alone. The same thing can happen when you discover faith, salvation, or religion of any kind. Adjusting to let's call it "terms of service." Adjusting your behavior or outlook can be quite a difficult task. It can feel daunting or overwhelming. It takes time and focus. Don't give up, there is help out there.
Isaiah 43:19 says "See, I am doing a new thing! Now it springs up; do you not perceive it? I am making a way in the wilderness and streams in the wasteland."
Resources:
https://thevoiceofamylynn.wordpress.com/2024/10/18/did-your-html-htm-chrome-icon-change-heres-the-fix/
Be sure to Like, Subscribe, and Follow to our social media channels:
https://www.facebook.com/AmyLynnsVoiceOvers
https://twitter.com/amylynnorg
https://thevoiceofamylynn.wordpress.com
https://www.youtube.com/AmyLynnOrg
Visit our website at: http://www.amylynn.org
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Episode notes
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Quick takeaways
- Real-world experience and lessons learned from advisors are valuable in implementing tax strategies with clients.
- Effective communication and helping clients take action are the ultimate measures of success in tax planning.
Deep dives
Highlights from the RTS tax planning event
During the podcast episode, the hosts discussed their first annual RTS tax planning event that took place in September. They shared that the event received positive feedback from attendees, with many expressing interest in next year's event. The focus of the event was not just on technical tax knowledge, but on how to effectively implement strategies with clients. Advisors had the opportunity to learn from each other and discuss topics such as backdoor Roth IRAs, Roth conversions, LLCs vs. S-corps, and the line between comprehensive financial advising and prohibited tax advice.
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