Learning

Your Retirement Tax Bracket Might Be Higher Than You Think

Your Retirement Tax Bracket Might Be Higher Than You Think

Background One of the most commonly-searched phrases around taxes and retirement is “retirement tax brackets.”   Your clients want to know what to expect in retirement. However, when it comes […]

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Yes! As Little As $600 Is Reported

Yes! As Little As $600 Is Reported

It wasn’t a secret this was coming. But, it may still come as a surprise to many taxpayers. Beginning on January 1, 2022, there was a MASSIVE reduction in the […]

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Why Not to Do a Roth Conversion in 2022

Why Not to Do a Roth Conversion in 2022

While a powerful tool, Roth conversions are not a universal solution to reducing taxes.

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Podcast

How to Communicate Complex Financial Topics So Clients Understand and Take Action with Chris Fenning

How to Communicate Complex Financial Topics So Clients Understand and Take Action with Chris Fenning

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Don’t let tax software make you lazy with Jim Young

Don’t let tax software make you lazy with Jim Young

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The truth about Roth Conversion analysis with Andrew Herman

The truth about Roth Conversion analysis with Andrew Herman

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Weekly Newsletter

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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Clients don’t have tax problems; they have decision problems
June 19, 2026

Clients don’t have tax problems; they have decision problems

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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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