Learning

5 Myths That Your Clients Believe About Taxes

5 Myths That Your Clients Believe About Taxes

“The tax code is complicated… boring and overrated… You don’t want that, you want a pro!!!!!!!”   Of course, we are very proud of how well those lyrics fit the […]

Read More
Are You Ready For The January 18th, 2022 Tax Deadline?

Are You Ready For The January 18th, 2022 Tax Deadline?

No, the IRS is not trying to balance out the last 2 years where the deadline to file was extended into July (2019) and May (2020). In fact, every year […]

Read More
Exclusive: Why Not All Income is Created Equal

Exclusive: Why Not All Income is Created Equal

We all want life to be simpler than it actually is. Your clients are no exception when it comes to how their income is taxed. Many people seem

Read More

Podcast

Why Tax Planning Deserves Its Own Conversation with Naomi Owotumi

Why Tax Planning Deserves Its Own Conversation with Naomi Owotumi

Read More
Using Data to Plan for Longevity Risk with Brian Smith

Using Data to Plan for Longevity Risk with Brian Smith

Read More
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

Read More

Weekly Newsletter

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

September is a good tax-planning checkpoint

Read More
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

Read More
When good advice goes unnoticed
July 17, 2026

When good advice goes unnoticed

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

Are taxes driving your clients’ decisions?

Read More

Subscribe to our Newsletter

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.

Subscribe