Learning

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 […]

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 […]

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 […]

June 27, 2025

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

June 13, 2025

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

June 6, 2025

The Line Between Tax Planning and Tax Advice

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.

Advisor Alert: IRS “Dirty Dozen” of Tax Fraud

Crucial IRS Deadlines That Taxpayers Miss

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

Podcast

Tactically Using Taxes for Lead Gen with Hillary Gale

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

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

Weekly Newsletter

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

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

The Line Between Tax Planning and Tax Advice

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

Subscribe to our Newsletter