Content Library
Podcasts

CPAs and CFPs CAN Get Along with Johnna Long

From tax accounting to tax prep collaboration with financial advisors.

Topics:
advisors, collaboration, CPA, finances, financial, financial advisors, Johnna Long, proactive, proactive taxes, tax planning, tax prep, tax preparer, taxes,
Podcasts

All Things Social Security with Devin Carroll

What you need to know to deliver value around Social Security.

Topics:
advisors, Devin Carroll, finances, financial, financial advisors, investments, social security, social security planning, tax planning, taxes,
Podcasts

Finding Balance with Dr. Travis Parry

What it looks like to achieve balance—and how to do it!

Topics:
advisors, balance, Dr. Travis Parry, finances, financial, financial advisors, investments, sweet spot, tax planning, taxes,
Podcasts

Tax Planning and Practice Efficiency

How to live a balanced life, work fewer hours, and still take home the same amount of pay.

Topics:
advisors, finances, financial, financial advisors, investments, tax planning, taxes,
Posts

Advisor Tax Mistake #1-Getting Bad Tax Advice

When I last Googled “IRS RMD Table,” the first result that popped up was a link to an active IRS web page with the outdated RMD information. Millions of people who clicked on the first link provided by Google were given, by the IRS, incorrect information. Countless other examples of incorrect tax information, ranging from capital gains rates to Medicare premiums to gifting limits and especially the math on Roth conversions can be found prominently displayed across the internet, including on some of the most reputable websites.

Topics:
Tax Strategies,
Posts

Advisor Tax Mistake #2-Not Getting Referrals from COIs

“I send tons of clients to my local CPA, but she never sends me a single client back!” As an advocate of advisors working closely with tax preparers, and as a tax preparer myself, I hear the complaint of unreciprocated referrals all the time from financial advisors.

Topics:
Tax Strategies,