Learning

Advisors’ Most Asked Questions on Working With Tax Professionals

Bringing on another professional to assist in planning can be daunting, but it can add value for clients.

Tax-Efficient Family Gifting: An Advisor’s Guide

A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.

Midyear Tax Planning for Financial Advisors

There is a fantastic opportunity for advisors to add value for their clients by checking in midyear and reviewing a pay stub to make sure their clients are on track.

June 19, 2026

Clients don’t have tax problems; they have decision problems

May 29, 2026

The cost of not reviewing prior-year tax returns

May 22, 2026

Every client files taxes. Few advisors use them well.

May 15, 2026

Tax planning isn’t a service – it’s a habit

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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.

Advisors’ Most Asked Questions on Working With Tax Professionals

Tax-Efficient Family Gifting: An Advisor’s Guide

Midyear Tax Planning for Financial Advisors

Podcast

The cash your clients aren’t telling you about with Ben Cruikshank

Can AI Actually Improve Tax Planning for Advisors? with Fernando San Martin

Intentional tax planning that changes client outcomes with Matthew Doran

Weekly Newsletter

Clients don’t have tax problems; they have decision problems

The cost of not reviewing prior-year tax returns

Every client files taxes. Few advisors use them well.

Tax planning isn’t a service – it’s a habit

Subscribe to our Newsletter