THIS WEEK’S PODCAST
People who think AI will be the answer to everything may be sorely disappointed Listen
Estate planning comes down to control.
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Someone has to do all of it; it doesn't have to be YOU!
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Income tax on real estate is even more complicated than I thought
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We've thought about getting rid of tax prep.
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Unlocking the Value of Tax Planning for Advisors
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It's all about what they can put away.
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There isn't anything you don't know once you have a tax return.
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Tax planning is about the long-term
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At THAT time, it was appropriate
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