Learning

Podcasts, Publications, and Practical Tips: How Steven Jarvis Educates Advisors at Scale

Podcasts, Publications, and Practical Tips: How Steven Jarvis Educates Advisors at Scale

Steven Jarvis isn’t just doing tax work behind the scenes—he’s helping advisors learn how to do it better. Through podcasts, articles, and ongoing educational content, Steven shares practical tax insights […]

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How Jamie C. Shilanski Uses Communication Mastery to Fuel Growth

How Jamie C. Shilanski Uses Communication Mastery to Fuel Growth

Growth in an advisory firm doesn’t come from clever slogans; it comes from better conversations.  Jamie C. Shilanski understands that every touchpoint—discovery calls, review meetings, follow‑ups, internal discussions—either moves the […]

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Secure Your Seat at the 2026 Tax Summit

Secure Your Seat at the 2026 Tax Summit

If you’ve been meaning to register for the 2026 Tax Summit, this is your nudge: we’re approaching the final stretch, and seats are filling up. If you’ve been waiting to […]

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Podcast

Why Tax Planning Deserves Its Own Conversation with Naomi Owotumi

Why Tax Planning Deserves Its Own Conversation with Naomi Owotumi

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Using Data to Plan for Longevity Risk with Brian Smith

Using Data to Plan for Longevity Risk with Brian Smith

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Building the Business You Want to Sell with Michael Belluomini and Liam Heffernan

Building the Business You Want to Sell with Michael Belluomini and Liam Heffernan

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Weekly Newsletter

The Line Between Tax Planning and Tax Advice
June 6, 2025

The Line Between Tax Planning and Tax Advice

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You might be liable for tax advice, even if you didn’t mean to give it
May 30, 2025

You might be liable for tax advice, even if you didn’t mean to give it

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A tough tax lesson you don’t have to learn the hard way
May 23, 2025

A tough tax lesson you don’t have to learn the hard way

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Deliver more value to clients (without burning out)
May 9, 2025

Deliver more value to clients (without burning out)

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