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

A few moments that can change everything
December 19, 2025

A few moments that can change everything

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Making tax planning real
December 12, 2025

Making tax planning real

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How taxes can become your “silver bullet”
December 5, 2025

How taxes can become your “silver bullet”

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Why tax deadlines keep sneaking up on advisors?
November 28, 2025

Why tax deadlines keep sneaking up on advisors?

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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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