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

A few moments that can change everything
December 19, 2025

A few moments that can change everything

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Making tax planning real
December 12, 2025

Making tax planning real

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How taxes can become your “silver bullet”
December 5, 2025

How taxes can become your “silver bullet”

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Why tax deadlines keep sneaking up on advisors?
November 28, 2025

Why tax deadlines keep sneaking up on advisors?

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