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Client Tax Refunds: Advisors Can Add Value Every Tax Year!

Client Tax Refunds: Advisors Can Add Value Every Tax Year!

Financial advisors can have a favorable impact on client tax refunds every year. So, do you know how to take advantage of this opportunity to demonstrate your value on a […]

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Podcast

Why Tax Proficiency is the new baseline of trust with Daniel Friedman

Why Tax Proficiency is the new baseline of trust with Daniel Friedman

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Your Tax Questions Get Answered with Steven Jarvis

Your Tax Questions Get Answered with Steven Jarvis

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Finding the right accountant with Claire Gallant and Logan Holman

Finding the right accountant with Claire Gallant and Logan Holman

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Weekly Newsletter

A few moments that can change everything
December 19, 2025

A few moments that can change everything

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Making tax planning real
December 12, 2025

Making tax planning real

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How taxes can become your “silver bullet”
December 5, 2025

How taxes can become your “silver bullet”

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Why tax deadlines keep sneaking up on advisors?
November 28, 2025

Why tax deadlines keep sneaking up on advisors?

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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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