What the heck is PTE Tax? with Kelly Rohrs

Every state does it different, there are no rules of thumb.

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.

What “hiring your kids” actually looks like with Mike Jesowshek

Action is what counts. Implementation is better than knowledge.

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.

It might be time to rethink your bookkeeping with Brook Cecil

Everything being thrown into a line item called "miscellaneous" doesn't count as bookkeeping.

Processes are critical… and you’re probably doing them wrong with Louis Retief

Great processes are really for your team, not for the advisor themselves.