Learning

Are You Planning for Your IRS “Mortgage”?

Are You Planning for Your IRS “Mortgage”?

When is $500,000 not $500,000?   Conventional wisdom on preparing for retirement has often included refrains such as “become debt-free” and “defer, defer, defer”. There are situations where both of […]

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5 Myths That Your Clients Believe About Taxes

5 Myths That Your Clients Believe About Taxes

“The tax code is complicated… boring and overrated… You don’t want that, you want a pro!!!!!!!”   Of course, we are very proud of how well those lyrics fit the […]

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Are You Ready For The January 18th, 2022 Tax Deadline?

Are You Ready For The January 18th, 2022 Tax Deadline?

No, the IRS is not trying to balance out the last 2 years where the deadline to file was extended into July (2019) and May (2020). In fact, every year […]

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Podcast

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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