Why Great Firms Need Demanding Leaders: Inside Jamie C. Shilanski’s Approach
Great advisory firms aren’t built by leaders who just keep the peace; they’re built by leaders who lovingly demand more. Jamie C. Shilanski is that kind of leader—fiercely protective of […]
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Tax Planning Opportunities Under the One Big Beautiful Bill Act (OBBBA)
Major tax legislation always creates both uncertainty and opportunity. The One Big Beautiful Bill Act (OBBBA) is no exception. While pundits argue about winners and losers, advisors who take a […]
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Deliver Massive Value™: What Matthew Jarvis Really Means for Financial Advisors
What “Deliver Massive Value™” Means “Deliver Massive Value™” isn’t just a catchy phrase for Matthew Jarvis, CFP®—it’s the filter for every decision in his firm. At Jarvis Financial, nothing makes […]
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The Biggest Tax Mistake Advisors Make During On‑boarding (And How to Fix It)
Most advisors work hard to make a great first impression during on‑boarding. There’s a polished discovery meeting, a clean data‑gathering form, and maybe even an impressive welcome packet. But one […]
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Stop Overpaying the IRS: Why Advisors Need a Tax‑First Partner Like Steven Jarvis
Every year, taxpayers send billions more to the IRS than they legally owe. For many households, that overpayment could have been avoided if their advisor and tax professional were truly […]
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How to Explain Tax Planning Without Overwhelming Your Clients
Your clients want to pay less tax, but they don’t want a crash course in the Internal Revenue Code. The fastest way to lose them is to turn a planning […]
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How Micah Shilanski Built a 16%‑Per‑Year Growth Engine While Taking 6 Months Off
Most advisors think they have to choose between growth and freedom. Micah Shilanski, CFP®, refuses that trade‑off. He spends more than six months a year away from the office and […]
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Tax Conferences Compared: Why Implementation Matters More Than Information
If you work with complex clients, you already know there’s no shortage of tax and estate planning conferences. You can spend a week at Heckerling, a few days at a […]
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When the IRS Goes Deep: Why Financial Advisors Need to Think Like Investigators
Most advisors see tax returns as planning tools. Robert Norlander has spent his career seeing them as evidence. As a former IRS Senior Special Agent and seasoned forensic accountant, he […]
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