Inside the Mind of an IRS Special Agent: Lessons for Tax‑First Advisors
What actually happens when the IRS decides to investigate? How do agents think, prioritize, and build cases? For most advisors, that world is a mystery. For Robert Norlander, it was […]
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Global Tax and Estate Planning: What Advisors Need to Know
You don’t have to brand yourself as an “international advisor” to run into global tax and estate issues. All it takes is one client with dual citizenship, foreign assets, or […]
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How to Use Charitable Giving Strategies to Help Clients Reduce Taxes
Many clients want to be generous but they also want to be smart. When you connect charitable goals with thoughtful tax planning, you help them give more to the causes […]
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