
Matthew Jarvis
Episode highlights from the incredible first annual RTS Tax Planning Summit.
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Dec 11, 2023 • 29min
Tax Planning Summit Takeaways (and sneak peak for 2024) with Matthew Jarvis
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.