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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Weekly Newsletter

The best time to start planning was yesterday. The next best time is now.
June 27, 2025

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

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Estimated payments are due, are you the first to tell them?
June 13, 2025

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

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The Line Between Tax Planning and Tax Advice
June 6, 2025

The Line Between Tax Planning and Tax Advice

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

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