Is AI all it’s cracked up to be? with Derrick Kinney
People who think AI will be the answer to everything may be sorely disappointed
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How it’s taxed matters with Micah Shilanski, CFP®
"Where does the next $1,000 of deductions come from?"
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The “Simple” Stuff Matters with Matthew Jarvis
"RMD is only the MINIMUM you have to take; that doesn't make it the right amount."
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Tax Planning in 2026 with Steven Jarvis
What I care about the most is people taking action
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Tax Tools and Operators with Justin Boatman
It's all about creating better client experiences
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Delivering Massive Value means living in reality with John Poole
People think they know their numbers, the reality is they're usually wrong
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