Taylor Schulte joins the show to discuss the ins and outs of tax software, specifically how to be more intentional around it.
For some taxpayers, so-called “backdoor” Roth contributions can be a great way to fill an investment bucket that will grow tax free. Tax free is everyone’s favorite kind of money but the […]
The impact proper tax planning can have on your business as a financial planner, as well as how you can communicate this to your clients and set them up for success.
Words matter. At times distinctions may seem trivial, but how we think about certain topics can influence the action we take. When it comes to being the beneficiary of an […]
Reese joins the show to discuss the importance of actionable tax advice for clients and how his platform is hoping to achieve this.
“Well, the software let me do it.” This sounds more like something you’d hear from siblings fighting than from a professional. Unfortunately, taxpayers, tax preparers, and financial advisors all have […]
