THIRD ANNUAL
RTS TAX PLANNING SUMMIT
September 30 - October 3, 2025
The Westin Tempe Hotel, AZ
WHO IS THIS CONFERENCE FOR?
This conference was created by leaders of the financial planning industry to go beyond theory and give Advisors the tools to deliver massive value to their clients through tax planning.
We have hand-picked our speakers and sponsors (and screen our attendees) to make sure everyone in the room has value to add. This intentionality is why everyone left the 2023 conference ready to take action, and 2024 will take that to the next level.
The conference will also qualify for 8 hours of CE for CFPs.
Rockstar Level Tax Planning
Your clients care about NOT getting killed on taxes, and delivering massive value means continually upping your game. The RTS Summit gives you the opportunity to learn from people with in-the-trenches experience who can share exactly what you need to do to level up your tax planning.
The Tax Return Matters
Tax planning only counts if it gets reported correctly. You don’t need to become a tax preparer (that’s not what this conference is about), but you do need hands-on experience understanding how common tax planning strategies get reported to the IRS to guide your clients from start to finish. We use real case studies and offer real solutions to help you help your clients every step of the way.
Textbooks Don’t Reflect Real Life
Understanding how a tax strategy works under “best case scenarios” is an acceptable starting point, but the reality is always a lot messier. The RTS Tax Planning Summit puts you in a room with hundreds of your peers who can share real-world experience and help you solve the bumps, challenges, and roadblocks you run into.
While great information will be shared from the stage, we think it’s just as important to facilitate problem-solving and accountability, so you leave with the tools to have an impact as soon as you get home.
SPEAKERS
Steven Jarvis, CPA
Retirement Tax Services
Steven Jarvis, CEO and head CPA of Retirement Tax Services, partners with financial advisors to revolutionize tax strategies, combat IRS overpayments, and educate through publications and podcasts. With over a decade of hands-on CPA experience, he possesses a wealth of knowledge to create tailored and actionable content for his audience. Steven's valuable insights have earned recognition in esteemed industry publications like Advisor Perspectives, US News, and SmartAsset.
Matthew Jarvis, CFP®, ChFC
The Perfect RIA | Jarvis Financial
Meet Matthew Jarvis, founder of Jarvis Financial. In 2020, his firm soared with $1.5M in revenue, managing $200M AUM and a 50%+ profit margin. Matthew prioritizes balance, enjoying over 250 'free days' yearly. A decade ago, he overcame debt and struggles with coaching from Tom Gau, achieving remarkable success. Matthew's invaluable wisdom finds expression in his book, "Delivering Massive Value," presenting a replicable system to enhance business efficiency, attract premier clients, and craft the practice of their dreams.
Micah Shilanski, CFP®
The Perfect RIA | Shilanski & Associates
Micah Shilanski, CFP®, is a leading financial planner known for turning the 'impossible' into reality. As a sought-after speaker in lifestyle design for financial planners, he spends over 6 months away from the office annually while consistently growing his practice by at least 20%. Micah's success stems from his relentless focus on client value, optimizing operations, and leveraging technology. He specializes in federal retirement benefits, showcased through his platform Plan-Your-Federal-Retirement.com and e-book "The Best Kept Secret in CSRS".
HOW WAS RTS TAX SUMMIT 2023
What other financial advisors have to say about the RTS Tax Summit
"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
SPONSORS
The Perfect RIA teaches advisors proven systems for doubling their income by delivering massive value to clients. Based on the wildly successful practices of Micah Shilanski and Matthew Jarvis, TPR follows the first rule of success: Do What Works.
When you realize you need help, the last thing you want is to spend hundreds of hours trying to find it. BELAY takes the hassle out of hiring by intentionally matching you with exceptional Virtual Assistants, Accounting Professionals, and Social Media Managers.
JPTD Partners is a boutique consulting firm with more than 140 years of combined experience. They are passionate about assisting financial professionals with maximizing the valuations of their practice when they are ready to sell part or all of their business. They work with various private equity and purchasing firms that specialize in the financial industry and mergers and acquisitions.
RA is the leading digital marketing company in the financial industry. Created from over 3000% ROI strategic Facebook marketing experience, RA Marketing empowers financial professionals to utilize the power of online marketing for seminars, webinars, and lead generation. RA Marketing's experienced team partners with FMOs, BDs, RIAs, and advisors, leveraging insights from thousands of campaigns to generate thousands of leads and RSVPs.
Wealth.com is the only tech-led end-to-end estate planning solution built specifically for financial advisors. Wealth was founded to break down barriers to estate planning, creating a dynamic ecosystem that grows with members and removes the complexity and confusion from antiquated options that existed before Wealth.
Foundational Income Associates was founded to help financial advisors and insurance professionals grow their businesses. With extensive knowledge of nearly every aspect of the financial planning industry, they strive to be at the forefront of what’s working for advisors nationwide.
Fracture brings their passion for sharing stories and memories through innovative solutions. They combine affordability with high quality, ensuring your cherished moments are beautifully captured and easy to share. Fracture's commitment to sustainability and customer satisfaction makes it a perfect partner for celebrating the meaningful moments in our lives.
VettaFi was created by unifying complementary businesses who shared a common vision for client success, the value of relationships, and the importance
of data. VettaFi is transforming financial services from
an industry to a community, and they aim to provide investors and clients with their collective wisdom to
help drive growth and deliver positive outcomes.
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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