Learning

Backdoor Roth Contributions – What Could Go Wrong?

For some taxpayers, so-called “backdoor” Roth contributions can be a great way to fill an investment bucket that will grow tax free. Tax free is everyone’s favorite kind of money but the […]

Do You Actually Have An Inherited IRA?

Words matter. At times distinctions may seem trivial, but how we think about certain topics can influence the action we take. When it comes to being the beneficiary of an […]

5 Reasons Software Can’t be Trusted

“Well, the software let me do it.” This sounds more like something you’d hear from siblings fighting than from a professional. Unfortunately, taxpayers, tax preparers, and financial advisors all have […]

June 27, 2025

The best time to start planning was yesterday. The next best time is now.

June 13, 2025

Estimated payments are due, are you the first to tell them?

June 6, 2025

The Line Between Tax Planning and Tax Advice

May 30, 2025

You might be liable for tax advice, even if you didn’t mean to give it

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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.

Backdoor Roth Contributions – What Could Go Wrong?

Do You Actually Have An Inherited IRA?

5 Reasons Software Can’t be Trusted

Podcast

Tactically Using Taxes for Lead Gen with Hillary Gale

What’s the tax deal on oil & gas? with Steve Blackwell

A trillion-dollar topic you need to understand with Brian Smith

Weekly Newsletter

The best time to start planning was yesterday. The next best time is now.

Estimated payments are due, are you the first to tell them?

The Line Between Tax Planning and Tax Advice

You might be liable for tax advice, even if you didn’t mean to give it

Subscribe to our Newsletter