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

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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RTS #017 – Learning from those who “do”
September 29, 2023

RTS #017 – Learning from those who “do”

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RTS #016 – You can’t spend your way to tax savings, but people love to try
September 22, 2023

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

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RTS #015 – What does “marginal” even mean?
September 15, 2023

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

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