Learning

Yes! As Little As $600 Is Reported

Yes! As Little As $600 Is Reported

It wasn’t a secret this was coming. But, it may still come as a surprise to many taxpayers. Beginning on January 1, 2022, there was a MASSIVE reduction in the […]

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Why Not to Do a Roth Conversion in 2022

Why Not to Do a Roth Conversion in 2022

While a powerful tool, Roth conversions are not a universal solution to reducing taxes.

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Turn CPAs Into Referral Sources

Turn CPAs Into Referral Sources

Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.

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Podcast

Annuities in the real world with Brian Smith

Annuities in the real world with Brian Smith

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Tax filing season after a big, beautiful law change with Brad Wooten, CPA

Tax filing season after a big, beautiful law change with Brad Wooten, CPA

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Tax and Estate planning: the default won’t cut it with David Haughton

Tax and Estate planning: the default won’t cut it with David Haughton

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Weekly Newsletter

“I don’t know” is a terrible answer
September 12, 2025

“I don’t know” is a terrible answer

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AI won’t save your clients from this tax problem (yet)
August 15, 2025

AI won’t save your clients from this tax problem (yet)

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Augusta Rule: Gimmick or Gold Mine?
August 8, 2025

Augusta Rule: Gimmick or Gold Mine?

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It’s Time to Value Your Business Like You Value Your Clients
July 25, 2025

It’s Time to Value Your Business Like You Value Your Clients

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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.

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