Words matter, choose wisely! with Steven J. Lee

The great news is that advisors can focus on the 3 or 4 areas that are most relevant to their clients

Should I stay or should I go? with Shelby Nicholl

You have to remember this is, first and foremost an investment.

Tactically Using Taxes for Lead Gen with Hillary Gale

You have to remember this is, first and foremost an investment.

What’s the tax deal on oil & gas? with Steve Blackwell

You have to remember this is, first and foremost an investment.

A trillion-dollar topic you need to understand with Brian Smith

Just like any other planning, it all comes back to client's goals.

Getting killed on taxes: Equity comp edition with Russell Kroeger

You have to be precise, or it doesn't count.