Learning

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. […]

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 […]

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 […]

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?

September 8, 2023

RTS #014 – Getting a refund doesn’t mean you are winning

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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.

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

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

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

Podcast

Building a Tax-Centered Advisory Practice with Brian Beck

How to Communicate Complex Financial Topics So Clients Understand and Take Action with Chris Fenning

Don’t let tax software make you lazy with Jim Young

Weekly Newsletter

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?

RTS #014 – Getting a refund doesn’t mean you are winning

Subscribe to our Newsletter