WHILE WORKING WITH HUNDREDS OF ADVISORS AROUND THE COUNTRY, TWO OF THE MOST COMMON QUESTIONS WE HEARD WERE:

How do I learn tax strategies I can implement with clients?

How do I find a CPA who will work with me instead of against me with clients?

In response to these questions, we’ve created Retirement Tax Services (RTS) which will provide advisors with everything they need to deliver massive value to retirement focused clients.

As part of our commitment to professional development and collaboration, we're excited to announce the RTS Tax Summit —an immersive event designed to equip advisors with cutting-edge tax strategies, facilitate meaningful connections, and drive success in retirement planning. Join us at the summit and embark on a transformative journey toward elevating your practice and client outcomes.

Remember to tip your server, not the IRS!

Retirement Tax Services

Steven A. Jarvis

This department manages tax-related advisory and operational functions for the organization.

Retirement Tax Services

Org chart

Teams

Tax Services

Offices

Retirement Tax Services

Org chart

Teams

Tax Services

Offices

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