Learning

Turn CPAs Into Referral Sources

Turn CPAs Into Referral Sources

Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.

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Advisor Alert: IRS “Dirty Dozen” of Tax Fraud

Advisor Alert: IRS “Dirty Dozen” of Tax Fraud

Background: IRS Fraud Themes   Fraud is an unfortunate fact of life. Taxes are not an exception to the prevalence of identity theft today.   In fact, every year the […]

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Crucial IRS Deadlines That Taxpayers Miss

Crucial IRS Deadlines That Taxpayers Miss

Background “Tax Day” is one of those dates that everyone knows, right? April 15th, every year…or is it?   The tax deadline for individual filers is typically April 15th of […]

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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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