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As a CPA firm, we also adhere to the AICPA's Code of Professional Conduct and the Statements on Standards for Tax Services (SSTS), which mandate the ethical and secure handling of all client information. Additionally, our team follows the recommendations of the Federal Trade Commission (FTC) regarding Gramm-Leach-Bliley Act (GLBA) compliance, ensuring that all nonpublic personal information (NPI) is protected. At Retirement Tax Services (RTS), we are committed to protecting your personal information and maintaining the confidentiality of your data. Our data security measures comply with the standards set by the Internal Revenue Service (IRS), including those outlined in Publication 4557: Safeguarding Taxpayer Data, ensuring that all sensitive information is securely stored and transmitted using encryption technology. If you have any questions regarding our data protection policies or security measures, please contact us at info@retirementtaxservices.com

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Nation Power Session

28 February 2024, 9 AM PST

17 things every Advisor HAS to know about

QUALIFIED ACCOUNT CONTRIBUTIONS

Do you know ALL the ins and outs on qualified accounts? Join our power session on qualified accounts with Steven Jarvis, CPA, and Matthew Jarvis, CFP®. Gain key insights and an action plan for success in 2024, PLUS receive our brand NEW DESKTOP GUIDE.

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