Learning

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

CPA to CFP Journey with Jennifer Climo

CPA to CFP Journey with Jennifer Climo

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From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA

From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA

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Defining Defined Benefit Plans with David Podell

Defining Defined Benefit Plans with David Podell

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Weekly Newsletter

Helping clients stop stressing over taxes (and take control)
October 24, 2025

Helping clients stop stressing over taxes (and take control)

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A Conversation About What Real Tax Planning Looks Like
October 17, 2025

A Conversation About What Real Tax Planning Looks Like

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What a week – The Summit 2025 was one for the books!
October 10, 2025

What a week – The Summit 2025 was one for the books!

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Turning client meetings into real outcomes
September 26, 2025

Turning client meetings into real outcomes

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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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