Tax planning is not a 1 and done offering with Libby Griewe

It takes an intentional plan to go from snorkeling on taxes to Scuba diving, which is where the real value is.

Taxes and investing, a deep dive with John Wilson and Joe Hohn

There is more to tax efficient investing than simply choosing an ETF.

Taxes and Podcasts, breaking down complex topics with Benjamin Brandt

Every advisor should be creating content of some kind

Tax thoughts for buying a practice with Jonathan Bird

Hard work matters. Success is about having great systems and then relentlessly executing.

Asking the right questions on taxes with Meghaan Lurtz

Asking questions often makes people defensive, but there are other ways to get people to open up.

Getting in the weeds on real estate and taxes with Tyler Harris

Real estate comes with a lot of tax nuance but with the right help can provide tremendous value.