Weekly Newsletter

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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tax fraud
November 22, 2024

RTS #077 Don’t advocate for committing fraud…duh

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donating assets
November 15, 2024

RTS #076 I’m sure I’m biased but…

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taxes
November 8, 2024

RTS #075 Hurry up and wait

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tax planning
November 1, 2024

RTS #074 Where are the answers?

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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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