Learning

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 […]

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 […]

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 […]

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.

Are You Planning for Your IRS “Mortgage”?

5 Myths That Your Clients Believe About Taxes

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

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