Learning

5 Reasons Software Can’t be Trusted

“Well, the software let me do it.” This sounds more like something you’d hear from siblings fighting than from a professional. Unfortunately, taxpayers, tax preparers, and financial advisors all have […]

There is No Such Thing as a Tax Write Off

A write-off is an incredibly misleading nickname for an expense that can help lower your taxable income. It is not a magic trick that suddenly makes something free.

How to Use a Client’s Tax Return to Map Financial Success

When advising clients on taxes financial advisors must remember that education and action are both critical.

May 8, 2026

Mid-year is where good tax plans fall apart

April 10, 2026

There’s still time to catch what others missed

April 3, 2026

If you can’t explain it, you shouldn’t recommend it

March 27, 2026

Tax season is your biggest opportunity for value

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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.

5 Reasons Software Can’t be Trusted

There is No Such Thing as a Tax Write Off

How to Use a Client’s Tax Return to Map Financial Success

Podcast

Compliance Doesn’t Have to Be the Enemy with Richard Chen

Why your next level starts with vision, not a new firm with Shelby Nicholl

The words that win clients (and keep them) with Phil M. Jones

Weekly Newsletter

Mid-year is where good tax plans fall apart

There’s still time to catch what others missed

If you can’t explain it, you shouldn’t recommend it

Tax season is your biggest opportunity for value

Subscribe to our Newsletter