Secure Your Seat at the 2026 Tax Summit
If you’ve been meaning to register for the 2026 Tax Summit, this is your nudge: we’re approaching the final stretch, and seats are filling up. If you’ve been waiting to […]
Surge Meetings: How Matthew Jarvis Serves Clients Intensely—and Then Takes Time Off
One of Matthew Jarvis’s signature strategies is the surge‑meeting model: concentrated blocks of client meetings during specific seasons, followed by extended stretches with no client appointments. Instead of spreading client […]
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