Weekly Newsletter

backdoor Roth contributions
January 17, 2025

Backdoor Roths done right

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tax planning
January 10, 2025

2024 Tax Planning Isn’t Over

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tax planning
January 3, 2025

Welcome to 2025!

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tax planning
December 27, 2024

That’s a wrap on 2024

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long term tax planning
December 20, 2024

Red Light Green Light (Tax Edition)

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Tax Planning CE Courses
December 13, 2024

Last minute CE your clients will love

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tax return review
December 6, 2024

Let’s go streaking (but not like that)

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Best $37 you can spend
November 29, 2024

RTS #078 Best and worst $37 you can spend

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Weekly Newsletter

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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