Learning

Global Tax and Estate Planning: What Advisors Need to Know

You don’t have to brand yourself as an “international advisor” to run into global tax and estate issues. All it takes is one client with dual citizenship, foreign assets, or […]

How to Use Charitable Giving Strategies to Help Clients Reduce Taxes

Many clients want to be generous but they also want to be smart. When you connect charitable goals with thoughtful tax planning, you help them give more to the causes […]

The Power of Better Questions: Turning Discovery Meetings Into Decisions

Most advisors ask a lot of questions—but not always the right ones. Right now you jump quickly into “surface-level vs high-quality questions.” Surface‑level questions collect data; high‑quality questions uncover desire, […]

October 6, 2023

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

September 29, 2023

RTS #017 – Learning from those who “do”

September 22, 2023

RTS #016 – You can’t spend your way to tax savings, but people love to try

September 15, 2023

RTS #015 – What does “marginal” even mean?

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We help financial advisors deliver massive value to their clients through tax planning. Get guidance in navigating the 80,000 pages of the IRS tax code to get to the actions you can take to help your clients and prospects.

Global Tax and Estate Planning: What Advisors Need to Know

How to Use Charitable Giving Strategies to Help Clients Reduce Taxes

The Power of Better Questions: Turning Discovery Meetings Into Decisions

Podcast

The cash your clients aren’t telling you about with Ben Cruikshank

Can AI Actually Improve Tax Planning for Advisors? with Fernando San Martin

Intentional tax planning that changes client outcomes with Matthew Doran

Weekly Newsletter

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

RTS #017 – Learning from those who “do”

RTS #016 – You can’t spend your way to tax savings, but people love to try

RTS #015 – What does “marginal” even mean?

Subscribe to our Newsletter