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 #021 Death and Taxes
October 27, 2023

RTS #021 Death and Taxes

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RTS #020 Another tax deadline down, now what?
October 20, 2023

RTS #020 Another tax deadline down, now what?

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RTS #019 The Augusta Rule struck down by tax court
October 13, 2023

RTS #019 The Augusta Rule struck down by tax court

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RTS #018 IRS due dates (yes, there are more than one)
October 6, 2023

RTS #018 IRS due dates (yes, there are more than one)

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