3 steps you can take to help the Federal deficit
March 1, 2019The rising national debt will likely force taxes to go up in the future, so this episode will help motivate your clients to meet with…
Seismic savings for small business owners
December 3, 2018Let’s face it: your clients probably aren’t going to sift through all the new tax law changes, because believe it or not, that’s not the…
Biggest Winners of the New Tax Act
May 14, 2018Business owners are the group that benefits most under the new tax act, but how can you ensure they are optimizing all that they may…
How the new tax law can benefit YOU!
March 12, 2018Accountants, on average, process about 300-400 tax returns in a season. Doing the simple math of a 40 hour work week and a four month…
How the new tax law can benefit YOU!
March 1, 2018Accountants, on average, process about 300-400 tax returns in a season. Doing the simple math of a 40 hour work week and a four month…
IRA Tax Disasters Waiting to Happen
January 8, 2018Do your clients review their 401(k)s and IRAs only to check the balance? Let Estate Planning Attorney Rex Ritchie explain why beneficiary designations are another…
Tax Tips to Implement Before Year End
December 18, 2017The best tax-savings ideas arise when you get your hands on clients’ returns, but by then it’s too late to put anything in motion for…
Make Your Life Less “Taxing”
December 11, 2017Since Tax Laws are front and center right now, we invited Sandy Botkin, CPA, Attorney, Author, and CEO of the Tax Reduction Institute to talk…
Make Your Life Less “Taxing”
Since Tax Laws are front and center right now, we invited Sandy Botkin, CPA, Attorney, Author, and CEO of the Tax Reduction Institute to talk…
Make Your Life Less “Taxing”
December 1, 2017Since Tax Laws are front and center right now, we invited Sandy Botkin, CPA, Attorney, Author, and CEO of the Tax Reduction Institute to talk…
Prepare for the Unknown: How Taxes Affect Retirement
April 17, 2017Of all the risks in retirement, the tax risk is one of the least understood. Share this fantastic Ed Slott episode so one of the…
Prepare for the Unknown: How Taxes Affect Retirement
April 1, 2017Of all the risks in retirement, the tax risk is one of the least understood. Share this fantastic Ed Slott episode so one of the…