Learning

Exclusive: Why Not All Income is Created Equal

Exclusive: Why Not All Income is Created Equal

We all want life to be simpler than it actually is. Your clients are no exception when it comes to how their income is taxed. Many people seem

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Advisors: How To Clear Up Tax Confusion

Advisors: How To Clear Up Tax Confusion

Forosophobia In February of 2021, a psychologist suggested a new phobia in Psychology Today: Forosophobia is the proposed “fear of taxes and the IRS.”

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5 Things Advisors Miss On The 2020 Tax Return

5 Things Advisors Miss On The 2020 Tax Return

Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do

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Podcast

Annuities in the real world with Brian Smith

Annuities in the real world with Brian Smith

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Tax filing season after a big, beautiful law change with Brad Wooten, CPA

Tax filing season after a big, beautiful law change with Brad Wooten, CPA

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Tax and Estate planning: the default won’t cut it with David Haughton

Tax and Estate planning: the default won’t cut it with David Haughton

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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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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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