Dec 12, 2022
When it comes to finances, taxes are just one piece of the puzzle. It is important that as financial advisors, you have a trusted CPA who you are in frequent communication with in regard to your clients’ finances. This is where Retirement Tax Services (RTS) can help. RTS provides advisors with everything they need to deliver massive value to retirement-focused clients. In this episode, Steven will be explaining exactly who Retirement Tax Services is, how it began as a company, and how it continues to bridge the gap between tax professionals, financial advisors, and their mutual clients.