Learning

5 Things Taxpayers Get Wrong When Itemizing Deductions

5 Things Taxpayers Get Wrong When Itemizing Deductions

Background Everyone is interested in lowering their taxable income. The desire to personally pay less might be one of the few views consistently shared across all political party lines.   […]

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Why Tax Planning is Not a Choice—But Being Great At It Is

Why Tax Planning is Not a Choice—But Being Great At It Is

The IRS is not shy. They want a cut of the action anytime money is involved.   Taxation doesn’t discriminate either: They will take their piece whether it’s cash, real […]

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Tax-Advantaged Accounts That Aren’t IRAs

Tax-Advantaged Accounts That Aren’t IRAs

“Are you funding your IRA?” This frequently-seen retirement question is an important starting point. However, it can sometimes overshadow other opportunities to save and invest for the future in tax-advantaged […]

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Weekly Newsletter

Helping clients stop stressing over taxes (and take control)
October 24, 2025

Helping clients stop stressing over taxes (and take control)

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A Conversation About What Real Tax Planning Looks Like
October 17, 2025

A Conversation About What Real Tax Planning Looks Like

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What a week – The Summit 2025 was one for the books!
October 10, 2025

What a week – The Summit 2025 was one for the books!

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Turning client meetings into real outcomes
September 26, 2025

Turning client meetings into real outcomes

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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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