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

Tactically Using Taxes for Lead Gen with Hillary Gale

Tactically Using Taxes for Lead Gen with Hillary Gale

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What’s the tax deal on oil & gas? with Steve Blackwell

What’s the tax deal on oil & gas? with Steve Blackwell

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A trillion-dollar topic you need to understand with Brian Smith

A trillion-dollar topic you need to understand with Brian Smith

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Weekly Newsletter

The best time to start planning was yesterday. The next best time is now.
June 27, 2025

The best time to start planning was yesterday. The next best time is now.

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Estimated payments are due, are you the first to tell them?
June 13, 2025

Estimated payments are due, are you the first to tell them?

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The Line Between Tax Planning and Tax Advice
June 6, 2025

The Line Between Tax Planning and Tax Advice

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You might be liable for tax advice, even if you didn’t mean to give it
May 30, 2025

You might be liable for tax advice, even if you didn’t mean to give it

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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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