Learning

Why Great Firms Need Demanding Leaders: Inside Jamie C. Shilanski’s Approach

Great advisory firms aren’t built by leaders who just keep the peace; they’re built by leaders who lovingly demand more. Jamie C. Shilanski is that kind of leader—fiercely protective of […]

Tax Planning Opportunities Under the One Big Beautiful Bill Act (OBBBA)

Major tax legislation always creates both uncertainty and opportunity. The One Big Beautiful Bill Act (OBBBA) is no exception. While pundits argue about winners and losers, advisors who take a […]

Deliver Massive Value™: What Matthew Jarvis Really Means for Financial Advisors

What “Deliver Massive Value™” Means “Deliver Massive Value™” isn’t just a catchy phrase for Matthew Jarvis, CFP®—it’s the filter for every decision in his firm. At Jarvis Financial, nothing makes […]

May 22, 2026

Every client files taxes. Few advisors use them well.

May 15, 2026

Tax planning isn’t a service – it’s a habit

May 8, 2026

Mid-year is where good tax plans fall apart

April 10, 2026

There’s still time to catch what others missed

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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.

Why Great Firms Need Demanding Leaders: Inside Jamie C. Shilanski’s Approach

Tax Planning Opportunities Under the One Big Beautiful Bill Act (OBBBA)

Deliver Massive Value™: What Matthew Jarvis Really Means for Financial Advisors

Podcast

Can AI Actually Improve Tax Planning for Advisors? with Fernando San Martin

Intentional tax planning that changes client outcomes with Matthew Doran

Compliance Doesn’t Have to Be the Enemy with Richard Chen

Weekly Newsletter

Every client files taxes. Few advisors use them well.

Tax planning isn’t a service – it’s a habit

Mid-year is where good tax plans fall apart

There’s still time to catch what others missed

Subscribe to our Newsletter