Learning

There is No Such Thing as a Tax Write Off

There is No Such Thing as a Tax Write Off

A write-off is an incredibly misleading nickname for an expense that can help lower your taxable income. It is not a magic trick that suddenly makes something free.

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How to Use a Client’s Tax Return to Map Financial Success

How to Use a Client’s Tax Return to Map Financial Success

When advising clients on taxes financial advisors must remember that education and action are both critical.

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“I have a tax preparer, so I have a tax planner.”

“I have a tax preparer, so I have a tax planner.”

No one goes to an urgent care center complaining that the Family Doctor can’t also do open-heart surgery. We all understand that “doctor” is a general term.   Depending on […]

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Podcast

Weekly Newsletter

Knowing tax strategies isn’t the same as delivering them
January 23, 2026

Knowing tax strategies isn’t the same as delivering them

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Clients don’t talk about performance… they talk about tax savings
January 16, 2026

Clients don’t talk about performance… they talk about tax savings

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Tax season’s around the corner – are you ready?
January 9, 2026

Tax season’s around the corner – are you ready?

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Nothing changed on January 1st…
January 2, 2026

Nothing changed on January 1st…

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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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