Learning

Turn CPAs Into Referral Sources

Turn CPAs Into Referral Sources

Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.

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Advisor Alert: IRS “Dirty Dozen” of Tax Fraud

Advisor Alert: IRS “Dirty Dozen” of Tax Fraud

Background: IRS Fraud Themes   Fraud is an unfortunate fact of life. Taxes are not an exception to the prevalence of identity theft today.   In fact, every year the […]

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Crucial IRS Deadlines That Taxpayers Miss

Crucial IRS Deadlines That Taxpayers Miss

Background “Tax Day” is one of those dates that everyone knows, right? April 15th, every year…or is it?   The tax deadline for individual filers is typically April 15th of […]

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Podcast

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

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

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Are you building a business or just a job? with Peter Velardi

Are you building a business or just a job? with Peter Velardi

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Beyond excel: systems over spreadsheets with Roger Pine

Beyond excel: systems over spreadsheets with Roger Pine

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Weekly Newsletter

There’s still time to catch what others missed
April 10, 2026

There’s still time to catch what others missed

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If you can’t explain it, you shouldn’t recommend it
April 3, 2026

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

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Tax season is your biggest opportunity for value
March 27, 2026

Tax season is your biggest opportunity for value

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The hidden cost of DIY tax planning
March 20, 2026

The hidden cost of DIY tax planning

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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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