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

What Tax Prep Taught a Financial Advisor With Mary McDirmid

What Tax Prep Taught a Financial Advisor With Mary McDirmid

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Unlocking Value in M&A Transactions With Matthew Jarvis, CFP®

Unlocking Value in M&A Transactions With Matthew Jarvis, CFP®

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Words matter, choose wisely! with Steven J. Lee

Words matter, choose wisely! with Steven J. Lee

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Weekly Newsletter

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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OBBBA: Action is what counts
July 18, 2025

OBBBA: Action is what counts

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Estate planning doesn’t have to feel like a chore
July 11, 2025

Estate planning doesn’t have to feel like a chore

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The best time to start planning was yesterday. The next best time is now.
June 27, 2025

The best time to start planning was yesterday. The next best time is now.

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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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