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Advisor Alert: IRS “Dirty Dozen” of Tax Fraud

Advisor Alert: IRS “Dirty Dozen” of Tax Fraud

Background: IRS Fraud Themes   Fraud is an unfortunate fact of life. Taxes are not an exception to the prevalence of identity theft today.   In fact, every year the […]

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Crucial IRS Deadlines That Taxpayers Miss

Crucial IRS Deadlines That Taxpayers Miss

Background “Tax Day” is one of those dates that everyone knows, right? April 15th, every year…or is it?   The tax deadline for individual filers is typically April 15th of […]

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Congratulations! You’ve Got Your Client’s Tax Return… Now What?

Congratulations! You’ve Got Your Client’s Tax Return… Now What?

Background   Our team is continually reviewing tax returns for our Members. Believe it or not, we really enjoy it. We may be nerdier than most, but a tax return […]

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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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