CPA to CFP Journey with Jennifer Climo

We've thought about getting rid of tax prep.

From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA

Unlocking the Value of Tax Planning for Advisors

Defining Defined Benefit Plans with David Podell

It's all about what they can put away.

Everything I learned, I learned from a tax return with Mark Cecchini

There isn't anything you don't know once you have a tax return.

Was Roth a HUGE mistake because of O3BA? with Micah Shilanski, CFP®

Tax planning is about the long-term

Annuities in the real world with Brian Smith

At THAT time, it was appropriate