Year end, and new year, tax planning opportunities – Watch replay for free – Scroll down


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This month, join Jim Silbernagel and Rhonda Shirazi and learn about strategies that will help you gain new clients, strengthen relationships with existing clients, and help you AND your clients keep more hard-earned money. They will discuss how they work together with clients to give them the best advice on their taxes and how they differentiate themselves from competition when it comes to finding a CPA and a financial professional who work together to find, understand, and implement new tax strategies.

Key Takeaways:

  • Learn about Roth conversion strategies you might not have heard of before
  • How to avoid underpayment penalties
  • What new retirement planning opportunities are on the horizon
  • How to leverage tax brackets
  • What expanded opportunities are available with 401ks and small business owners

Agenda, subject to change:

  • 10:30: Intros
  • 10:35: Jim Silbernagel and Rhonda Shirazi present: Year end, and new year, tax planning opportunities
  • 11:30: Real Wealth® updates
  • 11:35: Q&A
  • 12:25: Closings
  • 12:30: End

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We asked participants: What’s the one best thing you learned from this presentation? What are you going to do differently in your business now that you’ve heard these ideas?

“Ask for a tax planner not a tax preparer. Start interviewing CPAs to find a new one to work with.” -Kym Housley

“The new tax rates. Send out year end reminder emails.” -Barry Goldwater

“THE COMMON SENSE APPROACH THAT JIM USES TO SHARE HIS WISDOM AND KNOWLEDGE. MORE COMFORTABLE WITH ASKING TAX PLANNING QUESTIONS KNOWING RWM IS A RESOURCE.” -Robert Van Slyke

“I use tax experts in my practice.” -Zee Glavan

“Charge for your time. Dump the time wasters.” -Curtis Neuman

“Plan for 2026. Review 3 years tax returns.” -Barbara Cottrell

“Preparer vs planner. Reach out this month.” -Dan Altmire

“Meet with my CPA.” -Robert Priganc

“Tax planning ideas. Be more proactive.” -Gail Van nest

“Charitable lead trust info. Contact another cpa.” -Roger Lintner