Learning

Yes! As Little As $600 Is Reported

Yes! As Little As $600 Is Reported

It wasn’t a secret this was coming. But, it may still come as a surprise to many taxpayers. Beginning on January 1, 2022, there was a MASSIVE reduction in the […]

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Why Not to Do a Roth Conversion in 2022

Why Not to Do a Roth Conversion in 2022

While a powerful tool, Roth conversions are not a universal solution to reducing taxes.

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Turn CPAs Into Referral Sources

Turn CPAs Into Referral Sources

Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.

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Podcast

From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA

From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA

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Defining Defined Benefit Plans with David Podell

Defining Defined Benefit Plans with David Podell

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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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Weekly Newsletter

A Conversation About What Real Tax Planning Looks Like
October 17, 2025

A Conversation About What Real Tax Planning Looks Like

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What a week – The Summit 2025 was one for the books!
October 10, 2025

What a week – The Summit 2025 was one for the books!

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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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