Retirement Tax Services Podcast
Tax Planning Summit Takeaways (and sneak peak for 2024) with Matthew Jarvis
Dec 11, 2023
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.
28:37
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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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