Weekly Newsletter

taxes
July 5, 2024

RTS #057 Taxes and Patriotism!

Read More
tax planning
June 28, 2024

RTS #056 Tax Planning is a Team Sport

Read More
tax planning
June 21, 2024

RTS #055 A moose is bad, but a nail can still stop you

Read More
1031 exchange
June 14, 2024

RTS #054 CAN and SHOULD are NOT the same thing

Read More
Puerto Rico
June 7, 2024

RTS #053 Sure…move to Puerto Rico

Read More
tax returns
May 31, 2024

RTS #052 A tax return is worth 1,000 words

Read More
tax return
May 24, 2024

RTS #051 “It’s all in the hips”

Read More
tax return
May 17, 2024

RTS #050 The Tax Phrase That Pays

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