Taxes and Podcasts, breaking down complex topics with Benjamin Brandt

Every advisor should be creating content of some kind

Tax thoughts for buying a practice with Jonathan Bird

Hard work matters. Success is about having great systems and then relentlessly executing.

Asking the right questions on taxes with Meghaan Lurtz

Asking questions often makes people defensive, but there are other ways to get people to open up.

Getting in the weeds on real estate and taxes with Tyler Harris

Real estate comes with a lot of tax nuance but with the right help can provide tremendous value.

Ask an Advisor: How Can Tax Rates Be Higher in Retirement Than Your Earning Years?

Required minimum distributions (RMDs) are certainly a reason that a person’s tax rate might go up in retirement, but they’re not the only reason. There are a number of possible scenarios in which a person faces higher taxes in retirement when compared to their earning years. (And if you need help with planning for taxes in retirement, consider matching with a financial advisor.)

Delivering Massive Value: The Bonus Edition – with Matthew Jarvis

Requesting and reviewing tax returns as a financial advisor puts you in the minority, which creates huge opportunities.