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

“I don’t know” is a terrible answer
September 12, 2025

“I don’t know” is a terrible answer

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AI won’t save your clients from this tax problem (yet)
August 15, 2025

AI won’t save your clients from this tax problem (yet)

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Augusta Rule: Gimmick or Gold Mine?
August 8, 2025

Augusta Rule: Gimmick or Gold Mine?

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It’s Time to Value Your Business Like You Value Your Clients
July 25, 2025

It’s Time to Value Your Business Like You Value Your Clients

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