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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Creating a Community Atmosphere: Learning from Mistakes and Sharing Insights
02:36 • 8min
The Importance of Effective Communication in Tax Planning
10:57 • 6min
Learning from experienced speakers
16:29 • 5min
Reflections on the Conference and Plans for Next Year
21:08 • 2min
Upcoming Tax Planning Summit and Events
22:40 • 6min