Breaking Planning Silos with Emily Millsap

Let's all talk so we make sure everything is taken care of

Getting everyone a seat at the table with Bryan Eberle

Same question, different professional, different answer

Chat with a former IRS Special Agent with Robert Nordlander

IRS agents are people too

“The Power of Education” with Robin Henager Greene

Education is great, but hands-on experience is always powerful!

Are You Covered? with Cameron Norris

Client Selection Might Be The Best Protection

Every Advisor Should Prepare a Tax Return with Jacob DuBose

Start With Client Question: “What do you offer in terms of tax planning?”