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

Tax Tail and the Dog it Wags with Eric Brotman

Tax Tail and the Dog it Wags with Eric Brotman

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Is AI all it’s cracked up to be? with Derrick Kinney

Is AI all it’s cracked up to be? with Derrick Kinney

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How it’s taxed matters with Micah Shilanski, CFP®

How it’s taxed matters with Micah Shilanski, CFP®

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Weekly Newsletter

Knowing tax strategies isn’t the same as delivering them
January 23, 2026

Knowing tax strategies isn’t the same as delivering them

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Clients don’t talk about performance… they talk about tax savings
January 16, 2026

Clients don’t talk about performance… they talk about tax savings

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Tax season’s around the corner – are you ready?
January 9, 2026

Tax season’s around the corner – are you ready?

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Nothing changed on January 1st…
January 2, 2026

Nothing changed on January 1st…

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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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