How to Explain Tax Planning Without Overwhelming Your Clients
Your clients want to pay less tax, but they don’t want a crash course in the Internal Revenue Code. The fastest way to lose them is to turn a planning […]
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Businesses grow or die, that’s it. With Ted Jenkin
Tax planning shouldn't happen in a bubble.
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How Micah Shilanski Built a 16%‑Per‑Year Growth Engine While Taking 6 Months Off
Most advisors think they have to choose between growth and freedom. Micah Shilanski, CFP®, refuses that trade‑off. He spends more than six months a year away from the office and […]
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Tax Conferences Compared: Why Implementation Matters More Than Information
If you work with complex clients, you already know there’s no shortage of tax and estate planning conferences. You can spend a week at Heckerling, a few days at a […]
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When the IRS Goes Deep: Why Financial Advisors Need to Think Like Investigators
Most advisors see tax returns as planning tools. Robert Norlander has spent his career seeing them as evidence. As a former IRS Senior Special Agent and seasoned forensic accountant, he […]
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