Content Library
Podcasts

But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski

Micah Shilanski, CFP and Attorney Leila Shaver join us on this episode to discuss what is okay (and what is not okay) to converse about with your clients as an advisor.

Topics:
advisors, attorney, client communication, financial advisors, legal, tax advice, tax planning, tax prep,
Podcasts

Tax Laws Changed, Or Did They? with Jeffrey Levine

Learn about the tax law changes and how they may affect you.

Topics:
Jeff Levine, tax advice, tax changes, tax law, tax planning, tax prep,
Podcasts

Tax Planning for Non-Retirees with Chad Chubb

Insight into serving clients in unique and highly effective ways.

Topics:
Chad Chubb, client communication, physicians, tax planning, tax prep, young clients,
Podcasts

Leveling Up Tax Planning Through Software with Roger Pine

Understanding the tools advisors can use to be better tax planners.

Topics:
fintech, Holistiplan, Roger Pine, software, tax planning, tax prep, tax resources, Tax returns, tax tools, value-add,
Podcasts

In-House Tax Department with P.J. DiNuzzo

The benefits of blended planning under one roof.

Topics:
combined planning, delivering value, financial planning, hybrid planning, in-house tax team, massive value, PJ DiNuzzo, tax planning, wealth planning,
Posts

Midyear Tax Planning for Financial Advisors

There is a fantastic opportunity for advisors to add value for their clients by checking in midyear and reviewing a pay stub to make sure their clients are on track.

Topics:
Tax Strategies,