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Advisors: How To Clear Up Tax Confusion

Forosophobia In February of 2021, a psychologist suggested a new phobia in Psychology Today: Forosophobia is the proposed “fear of taxes and the IRS.”

5 Things Advisors Miss On The 2020 Tax Return

Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do

Amazing Master’s Level Tax-Free Income, Augusta Style

Assuming that when you have income, you also have to pay tax, definitely keeps you on the safe side of life. Tax-free income seems nonexistent. However, that assumption is […]

May 29, 2026

The cost of not reviewing prior-year tax returns

May 22, 2026

Every client files taxes. Few advisors use them well.

May 15, 2026

Tax planning isn’t a service – it’s a habit

May 8, 2026

Mid-year is where good tax plans fall apart

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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.

Advisors: How To Clear Up Tax Confusion

5 Things Advisors Miss On The 2020 Tax Return

Amazing Master’s Level Tax-Free Income, Augusta Style

Podcast

The cash your clients aren’t telling you about with Ben Cruikshank

Can AI Actually Improve Tax Planning for Advisors? with Fernando San Martin

Intentional tax planning that changes client outcomes with Matthew Doran

Weekly Newsletter

The cost of not reviewing prior-year tax returns

Every client files taxes. Few advisors use them well.

Tax planning isn’t a service – it’s a habit

Mid-year is where good tax plans fall apart

Subscribe to our Newsletter