Was Roth a HUGE mistake because of O3BA? with Micah Shilanski, CFP®

Tax planning is about the long-term

Annuities in the real world with Brian Smith

At THAT time, it was appropriate

Tax filing season after a big, beautiful law change with Brad Wooten, CPA

The hype won't necessarily translate to the tax return.

Tax and Estate planning: the default won’t cut it with David Haughton

Tax and estate planning are ripe for missing nuance.

 “Accidentally” buying a tax practice with TJ Bruce

"You're still going to do my taxes...right?"

The new “pictures or it didn’t happen” with Parker Ence

It's all about creating better client outomces.