Weekly Newsletter

celebrating clients' successes
August 23, 2024

RTS #064 Congratulations! Do your clients ever hear that?

Read More
taxes for married couples
August 16, 2024

RTS #063 Is it “me” or “us”?

Read More
tax preparation
August 9, 2024

RTS #062 Find a doctor while you are healthy

Read More
Tax Planning
August 2, 2024

RTS #061 Nobody cares, work harder

Read More
IRS letters
July 26, 2024

RTS #060 Couldn’t some of that budget be used on a new font?

Read More
IRS loan
July 19, 2024

RTS #059 The IRS loan your clients don’t know about

Read More
charitable giving
July 12, 2024

RTS #058 Let’s make a deal

Read More
taxes
July 5, 2024

RTS #057 Taxes and Patriotism!

Read More

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.

Subscribe