THIRD ANNUAL
RTS TAX PLANNING SUMMIT
The premiere tax planning conference in the financial planning industry. This is the only event dedicated to bringing together the top financial advisors to share knowledge, elevate tax planning, deliver massive value, and have a great time doing it. The inaugural Tax Planning Summit in 2023 was a huge success because everyone left with clear action they could take, and 2024 will be even better.
September 30 - October 3, 2025
The Westin Tempe Hotel, AZ
EXPLORE THE EVENTS
2025 TAX PLANNING SUMMIT
The place where leading tax experts in the industry share tax strategies you can implement in your next client meeting. Yes, tax is all we talk about, but it's fun. AND, every attendee will leave with ideas to start executing the next day. We launch the Summit on the evening of September 29th with a registration and reception, setting the stage for the immersive experience awaiting you over the next two days.
Another Great Event!
If you are like most advisors who reach out to Matt and Micah, you’re looking to bring your practice and lifestyle to that mystical “next level.” TPR LIVE is the most innovative, action-packed, high-energy event for financial planners. READ MORE
IN PARTNERSHIP WITH
HOW WAS IT LAST YEAR?
Don't take our word, see our testimonials
"What I love about RTS and TPR is you are given very specific action items and things to take away and implement immediately. They do not just talk about things in theory."
Jennifer Johnston
GenFinance
The RTS Tax Planning Summit is THE event for advisors who know there is value in tax planning and are looking to level up. The industry's leading experts (which we define as people actually doing this stuff in practice) will share exactly how they serve their clients through tax planning and how you can elevate what you are doing too!
Comprehensive Knowledge and Expertise:
You will gain a well-rounded understanding of practice management, tax strategies, and financial planning. This comprehensive knowledge equips financial advisors with the tools and strategies needed to provide holistic financial services to clients.
Improved Client Services:
By integrating tax strategies with practice management, you will offer more valuable and customized services to your clients. You will be able to provide tax-efficient investment options, retirement planning, and estate planning, enhancing overall client satisfaction.
Comprehensive Knowledge and Expertise:
You will gain a well-rounded understanding of practice management, tax strategies, and financial planning. This comprehensive knowledge equips financial advisors with the tools and strategies needed to provide holistic financial services to clients.
Business Growth and Differentiation:
You will learn about business growth tactics, marketing strategies, and technology integration, which will help you expand your practice and stand out in a competitive market.
September 30 - October 3, 2025
The Westin Tempe Hotel, AZ
The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firm.
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