Weekly Newsletter

tax planning
November 1, 2024

RTS #074 Where are the answers?

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tax planning
October 25, 2024

RTS #073 Help! Where’s the tax “easy” button?

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tax audit
October 18, 2024

RTS #072 So the other day I’m talking to IRS auditors…

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RMDs
October 11, 2024

RTS #071 RMDs and Terror Threat Levels

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tax returns
October 4, 2024

RTS #070 Is an ROI of 270X enough?

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Tax Summit
September 27, 2024

RTS #069 That’s a wrap!

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taxes
September 20, 2024

RTS #068 Something on taxes for everyone

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surge
September 13, 2024

RTS #067 Heading into “Fall Surge” meetings

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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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