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

Annuities in the real world with Brian Smith

Annuities in the real world with Brian Smith

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Tax filing season after a big, beautiful law change with Brad Wooten, CPA

Tax filing season after a big, beautiful law change with Brad Wooten, CPA

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Tax and Estate planning: the default won’t cut it with David Haughton

Tax and Estate planning: the default won’t cut it with David Haughton

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Weekly Newsletter

“I don’t know” is a terrible answer
September 12, 2025

“I don’t know” is a terrible answer

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AI won’t save your clients from this tax problem (yet)
August 15, 2025

AI won’t save your clients from this tax problem (yet)

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Augusta Rule: Gimmick or Gold Mine?
August 8, 2025

Augusta Rule: Gimmick or Gold Mine?

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It’s Time to Value Your Business Like You Value Your Clients
July 25, 2025

It’s Time to Value Your Business Like You Value Your Clients

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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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