Systematizing Client Value: How Micah Shilanski Delivers “Wow” Experiences at Scale
You can’t take six months off and grow 16% a year if your client experience depends on you personally doing everything. Micah Shilanski solved this by systematizing what clients value […]
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The Role of Trusts in a Tax‑Smart Financial Plan
Trusts can sound intimidating, but at their core they’re simply tools for owning and managing assets with a set of rules. In a tax‑smart financial plan, they play a big […]
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From Compliance to Strategy: How Steven Jarvis Helps Advisors Elevate Tax Conversations
Most clients see taxes as a once‑a‑year compliance chore. Steven Jarvis wants them to see taxes as a year‑round strategy conversation—and he wants advisors leading that conversation. Moving Clients Beyond […]
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Thinking About Selling Your Advisory Firm? Don’t Overlook the Tax Angle
Selling your advisory firm is one of the biggest financial events of your life. It’s also one of the biggest tax events. How you structure the deal can make a […]
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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 […]
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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 […]
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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 […]
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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 […]
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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, […]
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