Learning

Advisors: How To Clear Up Tax Confusion

Advisors: How To Clear Up Tax Confusion

Forosophobia In February of 2021, a psychologist suggested a new phobia in Psychology Today: Forosophobia is the proposed “fear of taxes and the IRS.”

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5 Things Advisors Miss On The 2020 Tax Return

5 Things Advisors Miss On The 2020 Tax Return

Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do

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Amazing Master’s Level Tax-Free Income, Augusta Style

Amazing Master’s Level Tax-Free Income, Augusta Style

Assuming that when you have income, you also have to pay tax, definitely keeps you on the safe side of life. Tax-free income seems nonexistent.    However, that assumption is […]

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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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