WARNING: The opportunity to save your seat at the Summit expires at midnight September 8th!
 Registration closes in...
WARNING: The opportunity to save your seat at the Summit expires at midnight September 8th!
 Registration closes in...
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FOR THE ADVISOR CLIENTS CHASE,

and THE FIRM NO ONE CAN COMPETE WITH

THE SUMMIT 2025

 The ONLY event where you’ll gain the tax edge and practice power to grow faster, 
charge more, and become the advisor clients chase.
📅 September 30 - October 3, 2025 | 📍 Omni Hotel, Tempe, AZ

Most Conferences Waste Your Time. 
This One Won’t.

From the desks of Matthew Jarvis & Micah Shilanski

Let’s be honest…

Most conferences are built to fill a room, not move your practice forward.

You sit through slides packed with theory, take a few notes, and leave with more ideas than action steps.

We’ve done it too. And we knew there had to be a better way.

That’s why we created THE SUMMIT 2025, to give serious advisors the space, tools, and clarity to actually implement what moves the needle.

It’s not about motivational hype. 
It’s not about chasing the newest shiny object.

It’s about what we’ve always believed: deliver massive value, run an efficient practice, and create real transformation, for your clients and your business.

At THE SUMMIT 2025, you’ll walk away with:

✔ Tax strategies that make clients stick and set you apart
✔ Practice systems you can implement immediately
✔ A clear, proven plan to grow faster, earn more, and own your time

If you’re ready to stop chasing growth and actually start scaling…

We’ll see you in the room.
📅 September 30 - October 3, 2025 | 📍 Omni Hotel, Tempe, AZ

Who Should Attend?

Whether you’re growing your practice, refining operations, or preparing to scale, 
THE SUMMIT 2025 will give you the tools and strategies to get there faster.

Who Should Attend?

Whether you’re growing your practice, refining operations, or preparing to scale, 
THE SUMMIT 2025 will give you the tools and strategies to get there faster.

Who Should Attend?

THE SUMMIT 2025 is built for advisors ready to scale smarter, lead better, 
and stand out in a crowded market.

Whether you're bringing on new clients, expanding your team, or rethinking your entire model, 
this event gives you the tools and clarity to make it happen.

You're growing fast but you're still the bottleneck, and it's time to change that.


You're growing fast but you're still the bottleneck, and it's time to change that.


You're ready to install systems and team structure so your business runs without you doing everything.


You're ready to install systems and team structure so your business runs without you doing everything.


You know tax planning sets elite advisors apart, and you're ready to integrate it (without becoming a CPA).


You know tax planning sets elite advisors apart, and you're ready to integrate it (without becoming a CPA).


You want to grow revenue and impact without sacrificing lifestyle, service, or sanity.


You want to grow revenue and impact without sacrificing lifestyle, service, or sanity.


If you're tired of doing more and ready to do it better, you're in the right room.
WARNING: The opportunity to save your seat at the Summit expires at midnight September 8th!  
Registration closes in...
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📅 September 30 - October 3, 2025 | 📍 Omni Hotel, Tempe, AZ

What You’ll Discover 
(Agenda Highlights)

Day 1 – Wednesday, October 1


Taxes - The Ultimate Client Value Add
What used to be elite-tier planning is now your baseline. Implementable strategies that deliver real value, starting now. (Steven Jarvis, CPA)

Taxes & Teams: Build systems to recruit and retain tax-savvy support that scales your practice, not your stress. (Amy Kizer)

Taxes & Trump: Stay current on the latest tax law shifts and what they mean for your clients today. (Jeffrey Levine, CPA, CFP®)

Zombie Insurance Products: Learn how to address harmful annuities most advisors overlook. 
(Brian Smith & Micah Shilanski, CFP®)

From $0 to $40 B AUM: Classic advice: legacy-building strategy you can implement. (Scott Danner)

Hyper‑Efficient Lifestyle Practice: How to run a multi‑million‑dollar advisory and still take 6+ months off. 
(Matthew Jarvis, CFP® & Micah Shilanski, CFP®)

The 37‑Point Tax Checklist: A tactical guide to tax opportunities and team execution. 
(Steven Jarvis, CPA)

Delegation for Tax Planning: Stop wearing all the hats. Learn how to push pieces off your plate without losing quality. (Matthew Jarvis, CFP®)

Tax‑Driven Prospecting: Real tactics advisors use now to bring in clients using tax strategy as the hook. (Micah Shilanski, CFP®)

Day 2 – Thursday, October 2


Why Prospects Don’t Hire You: Fix the funnel and start turning contacts into clients. 
(Matthew Jarvis, CFP® & Micah Shilanski, CFP®)

Alternative Investments & PALs: Get clarity on what’s actually working and what’s a tax myth. (Steven Jarvis, CPA)

Advisory Channels: Pick What Works: The best channel isn’t the perfect one; it’s the one that aligns with your style and goals. (Shelby Nicholl & Micah Shilanski, CFP®)

M&A Timing & Strategy: Value today, exit tomorrow? Learn the tax-smart moves that protect what you’ve built. (Ted Jenkin)

9 Must‑Use Tax Strategies for Business Owners: Micah’s no-nonsense playbook for making tax strategy a revenue engine. (Micah Shilanski, CFP®)

SECURE 2.0 Update: Make sure you’re current with IRA rules and positioning, not alone. (Sarah Brenner, JD)

Ask Top Advisors: Direct from the trenches: how successful advisors implement tax strategy in the real world. (Panel)

Avoid the Big Tax Mistakes: Real-life misfires - learn how to avoid them next tax season. (Steven Jarvis, CPA)

Day 3 – Friday, October 3


Tax Planning Olympics - A fast-paced competition that uncovers the best tax ideas in the room.

Taxes & Action - Your ROI won’t come from what you learn, it’ll come from what you do. (Steven Jarvis, CPA & Matthew Jarvis, CFP®)

Every session is built to deliver one thing: actionable strategies you can take home 
and implement immediately to grow faster, serve better, and stand out in your market.
📅 September 30 - October 3, 2025 | 📍 Omni Hotel, Tempe, AZ

Why You Need To Be In The Room

Theory is cheap. Implementation wins.

At the 2025 Tax Planning Summit, you won’t just sit through presentations; 
you’ll compete, collaborate, and get judged on real-world strategy.

We’re launching the first-ever Tax Planning Olympics, a live, 
advisor-vs-advisor showdown where top performers will take home 
Gold, Silver, and Bronze based on strategy, speed, and clarity. The event includes:
An execution plan...not just ideas, but a step-by-step strategy to implement.
A stronger business model...clearer processes, more profitability, less stress.
A network of elite advisors...people who challenge, support, and push you to grow.
"100-Meter Dash"
Who can discover the most tax planning opportunities from a real client file in just 15 minutes?
"Team-Relay" 
Which advisor team can manually calculate planning impacts without relying on software?

"Slap Knockout" 
Back-and-forth strategy battle - top tactics voted on by peer judges until one advisor is left standing.

If you’re serious about tax planning and ready to prove you’re not just another talking head - this is your arena.
WARNING: The opportunity to save your seat at the Summit expires at midnight September 8th!  Registration closes in...
countdown
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📅 September 30 - October 3, 2025 | 📍 Omni Hotel, Tempe, AZ
More expert-led sessions - real-world tax strategies and business moves you can actually use.
More hands-on workshops - no theory, no fluff,  just implementation that drives results.
More elite advisors - connect with top performers who take action, not notes.
Hosted By:
Steven Jarvis, CPA, MBA
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. 
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". 
 Matthew Jarvis, CFP®, ChFC
The Perfect RIA | Jarvis Financial
Matthew Jarvis, CFP®, is a top financial advisor, author, and industry leader known for helping advisors Deliver Massive Value™. As co-founder of The Perfect RIA and co-host of its chart-topping podcast, Matthew shares practical strategies that challenge outdated industry norms. He is recognized for his bold approach to increasing profitability by systematizing operations, raising fees, and creating real value for clients. At Jarvis Financial, he manages $175M for 150 households - generating $2M annually - while enjoying over 250 free days each year.
Featured Guest Speakers Include:
Scott Danner
Freedom Street Partners
Scott Danner is a CEO, entrepreneur, and author of the Amazon bestseller Freedom Street. He hosts The High Performance LIFE podcast and leads Freedom Street Partners, where he helps high performers align success with purpose through his L.I.F.E. framework - Love, Impact, Faith, and Energy. Scott also co-founded the Chesapeake Virginia Wine Festival, which has raised over $2.5 million for local charities.
Jeff Levine, CPA/CFP®
Focus Partners Wealth
Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA, is Chief Planning Officer at Focus Partners Wealth and the Lead Financial Planning Nerd at Kitces.com. A nationally recognized advisor, award-winning educator, and speaker, Jeff simplifies complex tax, retirement, and estate strategies for advisors and consumers alike. He travels extensively, training hundreds of professionals each year, and is the founder of Fully Vested Advice, with regular contributions to Kitces, Forbes, CNBC, and more . 
Sarah Brenner, JD
Ed Slott and Company, LLC
Sarah Brenner, JD, is Director of Retirement Education at Ed Slott & Company and a leading expert in IRA distribution planning with 20+ years of experience. Renowned for her engaging, pop-culture-driven teaching style, she simplifies complex IRA rules for advisors, CPAs, attorneys, and clients. Sarah speaks at major industry events and answers thousands of IRA questions annually. A former elder-law attorney, she also spent 15 years as a senior consultant at PM Consulting.
Ted Jenkin
oXYGen Financial
Ted Jenkin is a nationally recognized personal finance expert and author of Real Life, Real Money and The 21‑Day Budget Cleanse . With nearly three decades in financial services and over $1 billion in assets under management, he specializes in empowering Gen X and Gen Y through accessible, emotion‑driven financial guidance . Ted also hosts the popular podcast The Shrimp Tank and serves as a contributor to CNN, CNBC, and The Wall Street Journal, bringing expert insight with a relatable twist. 
Amy Kizer
TalentLink Solutions
Amy Kizer is a seasoned recruitment expert with over two decades of experience helping firms make the right hiring decisions. She began her career in 1999, placing executive assistants before moving into leadership roles at a global staffing firm, where she managed a team of 30 consultants. Amy later built an accounting and finance division from the ground up - growing it to 70 active contractors in five years. Before launching TalentLink, she served as in-house recruiter for a mid-size broker/dealer, leading hiring across the entire organization.
Brian Smith
Foundational Income Associates
Brian Smith is a veteran insurance wholesaler with over 20 years of experience helping financial advisors solve the complex puzzles of client income, safety, and accumulation strategies. As part of Foundational Income Associates, Brian is known for his relationship-first approach - often fishing, hunting, or golfing with the advisors he serves to better understand how they think and what drives their clients' needs. A trusted partner in the field, Brian combines deep industry knowledge with a passion for finding the right fit for every client scenario. 
Seats are limited. The advisors who attend this event will dominate their markets in 2026. Will you be one of them?
📅 September 30 - October 3, 2025 | 📍 Omni Hotel, Tempe, 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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