Learning

Time‑Blocking Like a Pro: The Calendar Strategies Behind Micah Shilanski’s Freedom

Time‑Blocking Like a Pro: The Calendar Strategies Behind Micah Shilanski’s Freedom

If your calendar is packed from morning to night, it can feel like there is never enough time to get the important work done—or simply step away from the office. […]

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Why Tax Planning Is the Ultimate Differentiator for Next‑Gen Advisors

Why Tax Planning Is the Ultimate Differentiator for Next‑Gen Advisors

For next-gen financial advisors, building credibility can feel like an uphill battle. Without decades of experience or a long list of client success stories, finding ways to stand out is […]

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Countdown to the 2026 Tax Summit: What to Expect Each Day

Countdown to the 2026 Tax Summit: What to Expect Each Day

If you’ve been curious about the 2026 tax summit agenda, it helps to know exactly what the experience looks like. Think of it as two intense, practical days focused on […]

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Podcast

Weekly Newsletter

RTS #033 Don’t close the books on 2023 just yet
January 19, 2024

RTS #033 Don’t close the books on 2023 just yet

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RTS #032 Let’s Keep Deducting
January 12, 2024

RTS #032 Let’s Keep Deducting

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RTS #031 Happy New Year! Is tax planning on your 2024 to do’s?
January 5, 2024

RTS #031 Happy New Year! Is tax planning on your 2024 to do’s?

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RTS #030 “I bought a house, that helps with taxes right?”
December 29, 2023

RTS #030 “I bought a house, that helps with taxes right?”

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