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

Tax Tail and the Dog it Wags with Eric Brotman

Tax Tail and the Dog it Wags with Eric Brotman

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Is AI all it’s cracked up to be? with Derrick Kinney

Is AI all it’s cracked up to be? with Derrick Kinney

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How it’s taxed matters with Micah Shilanski, CFP®

How it’s taxed matters with Micah Shilanski, CFP®

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Weekly Newsletter

Knowing tax strategies isn’t the same as delivering them
January 23, 2026

Knowing tax strategies isn’t the same as delivering them

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Clients don’t talk about performance… they talk about tax savings
January 16, 2026

Clients don’t talk about performance… they talk about tax savings

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Tax season’s around the corner – are you ready?
January 9, 2026

Tax season’s around the corner – are you ready?

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Nothing changed on January 1st…
January 2, 2026

Nothing changed on January 1st…

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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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