Learning

How Micah Shilanski Built a 16%‑Per‑Year Growth Engine While Taking 6 Months Off

How Micah Shilanski Built a 16%‑Per‑Year Growth Engine While Taking 6 Months Off

Most advisors think they have to choose between growth and freedom. Micah Shilanski, CFP®, refuses that trade‑off. He spends more than six months a year away from the office and […]

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Tax Conferences Compared: Why Implementation Matters More Than Information

Tax Conferences Compared: Why Implementation Matters More Than Information

If you work with complex clients, you already know there’s no shortage of tax and estate planning conferences. You can spend a week at Heckerling, a few days at a […]

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When the IRS Goes Deep: Why Financial Advisors Need to Think Like Investigators

When the IRS Goes Deep: Why Financial Advisors Need to Think Like Investigators

Most advisors see tax returns as planning tools. Robert Norlander has spent his career seeing them as evidence. As a former IRS Senior Special Agent and seasoned forensic accountant, he […]

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Podcast

Weekly Newsletter

September is a good tax-planning checkpoint
September 18, 2026

September is a good tax-planning checkpoint

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Mid-year is when good tax planning becomes great tax planning
August 7, 2026

Mid-year is when good tax planning becomes great tax planning

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When good advice goes unnoticed
July 17, 2026

When good advice goes unnoticed

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Are taxes driving your clients’ decisions?
July 10, 2026

Are taxes driving your clients’ decisions?

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