Learning

Client Tax Refunds: Advisors Can Add Value Every Tax Year!

Client Tax Refunds: Advisors Can Add Value Every Tax Year!

Financial advisors can have a favorable impact on client tax refunds every year. So, do you know how to take advantage of this opportunity to demonstrate your value on a […]

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Podcast

Everything I learned, I learned from a tax return with Mark Cecchini

Everything I learned, I learned from a tax return with Mark Cecchini

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Was Roth a HUGE mistake because of O3BA? with Micah Shilanski, CFP®

Was Roth a HUGE mistake because of O3BA? with Micah Shilanski, CFP®

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Annuities in the real world with Brian Smith

Annuities in the real world with Brian Smith

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Weekly Newsletter

Turning client meetings into real outcomes
September 26, 2025

Turning client meetings into real outcomes

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The simple math most advisors overlook
September 19, 2025

The simple math most advisors overlook

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“I don’t know” is a terrible answer
September 12, 2025

“I don’t know” is a terrible answer

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AI won’t save your clients from this tax problem (yet)
August 15, 2025

AI won’t save your clients from this tax problem (yet)

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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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