Everyone writes about taxes, but how well? with Derek Pollard, PhD
There is a huge opportunity for Advisors who can find middle ground between the overly technical white papers and clickbaity nonsense on taxes currently covering the internet.
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Yes! We’re still talking about Roth (and you should be too) with Jim Amerman
Roth isn't the answer in every situation, but it's too valuable to not at least consider for every client.
What the heck is PTE Tax? with Kelly Rohrs
Every state does it different, there are no rules of thumb.
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Following the yellow brick road on taxes with Roger Whitney
You should always run from anyone who thinks their solution is always the answer. Tax planning has to be personal.
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What “hiring your kids” actually looks like with Mike Jesowshek
Action is what counts. Implementation is better than knowledge.
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Software tools for getting tax planning done with Andrew Altfest
Technology should be a genius assistant so Advisors can add more value to their clients.
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