Learning

Known Unknowns: Tax Planning Amid Uncertain Law Changes

Known Unknowns: Tax Planning Amid Uncertain Law Changes

Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.

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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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Podcast

Why Tax Planning Deserves Its Own Conversation with Naomi Owotumi

Why Tax Planning Deserves Its Own Conversation with Naomi Owotumi

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Using Data to Plan for Longevity Risk with Brian Smith

Using Data to Plan for Longevity Risk with Brian Smith

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Building the Business You Want to Sell with Michael Belluomini and Liam Heffernan

Building the Business You Want to Sell with Michael Belluomini and Liam Heffernan

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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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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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