Bringing tax in-house: what it takes to deliver a better client experience with Jonathan Steele
Technical expertise gets clients in the door, but empathy and hospitality are what keep them coming back.
Q&A With a 2026 Tax Summit Speaker: A Sneak Peek at What You’ll Learn
To give you a feel for the kinds of conversations you’ll hear at the 2026 Tax Summit, here’s a quick Q&A with one of our featured speakers, an advisor and […]
Time‑Blocking Like a Pro: The Calendar Strategies Behind Micah Shilanski’s Freedom
If your calendar is packed from morning to night, it can feel like there is never enough time to get the important work done—or simply step away from the office. […]
Building a Tax-Centered Advisory Practice with Brian Beck
Financial advisors are increasingly recognizing the importance of integrating tax planning into their practices
Why Tax Planning Is the Ultimate Differentiator for Next‑Gen Advisors
For next-gen financial advisors, building credibility can feel like an uphill battle. Without decades of experience or a long list of client success stories, finding ways to stand out is […]
Countdown to the 2026 Tax Summit: What to Expect Each Day
If you’ve been curious about the 2026 tax summit agenda, it helps to know exactly what the experience looks like. Think of it as two intense, practical days focused on […]