Consumer Posts - Retirement Tax Services

Raising the Bar: How Jamie C. Shilanski Challenges Her Team to Think Bigger

In a fast‑changing profession, “good enough” quickly becomes obsolete. Jamie C. Shilanski understands this, which is why she’s relentless about raising the bar for herself and her team. She pushes […]

Advisor Marketing: Scaling Personal Brand Without Losing Authenticity

Clients don’t just hire a firm; they hire a person they trust. As you grow, the challenge is scaling your advisor marketing without losing the voice and authenticity that got […]

Capacity as a Growth Strategy: How Advisors Can Serve More Clients Without Burning Out

Every growth‑minded advisor eventually runs into the same wall: “I want to grow, but I can’t take on any more.” At that point, it’s not a marketing or lead‑generation problem—it’s […]

5 Tax‑Planning Mistakes Advisors Make When On‑boarding New Clients

On‑boarding sets the tone for the entire client relationship. Get tax planning right in those first weeks, and clients will see you as their long‑term partner. Miss key steps, and […]

The Power of Better Questions: Turning Discovery Meetings Into Decisions

Most advisors ask a lot of questions—but not always the right ones. Right now you jump quickly into “surface-level vs high-quality questions.” Surface‑level questions collect data; high‑quality questions uncover desire, […]

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 […]

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 […]

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 […]

From Heirs to Heroes: How Tax Education Prepares the Next Generation

Many clients worry less about “How much will they inherit?” and more about “Will they know what to do with it?” Tax education is one of the most practical ways […]