Learning

Do You Actually Have An Inherited IRA?

Do You Actually Have An Inherited IRA?

Words matter. At times distinctions may seem trivial, but how we think about certain topics can influence the action we take. When it comes to being the beneficiary of an […]

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5 Reasons Software Can’t be Trusted

5 Reasons Software Can’t be Trusted

“Well, the software let me do it.” This sounds more like something you’d hear from siblings fighting than from a professional. Unfortunately, taxpayers, tax preparers, and financial advisors all have […]

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There is No Such Thing as a Tax Write Off

There is No Such Thing as a Tax Write Off

A write-off is an incredibly misleading nickname for an expense that can help lower your taxable income. It is not a magic trick that suddenly makes something free.

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Podcast

Weekly Newsletter

September is a good tax-planning checkpoint
September 18, 2026

September is a good tax-planning checkpoint

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Mid-year is when good tax planning becomes great tax planning
August 7, 2026

Mid-year is when good tax planning becomes great tax planning

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When good advice goes unnoticed
July 17, 2026

When good advice goes unnoticed

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Are taxes driving your clients’ decisions?
July 10, 2026

Are taxes driving your clients’ decisions?

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