09/30/2026
Learning how to better help our clients with tax planning at The Summit in Scottsdale AZ this week has been time well spent. Thanks to the crews at the Retirement Tax Services & The Perfect RIA for hosting a fantastic educational event chaulked full of practical tax planning strategies that we can implement for our financial planning clients.
Was I crowned the Tax Olympics champion at the end of the week? Certainly Not, BUT my wife and I did reach the summit of a local double black diamond rated trail at Camelback Mountain.