Software tools for getting tax planning done with Andrew Altfest

Technology should be a genius assistant so Advisors can add more value to their clients.

It might be time to rethink your bookkeeping with Brook Cecil

Everything being thrown into a line item called "miscellaneous" doesn't count as bookkeeping.

Processes are critical… and you’re probably doing them wrong with Louis Retief

Great processes are really for your team, not for the advisor themselves.

Business tax deductions you might be getting wrong with Thomas Kopelman

Rules of thumb don't cut it, you have to understand the nuance for your clients

Retirement Planning is more than just taxes with Jerilyn Klein

There are so many things to consider when planning to and through retirement, the question is where can you find answers on that many topics?

Let’s talk about life insurance with guest John Ensley

Transparency is the key, it's about letting people know up front what you do and how you are compensated