Steven is once again joined by none other than Micah Shilanski, CFP®, to share real-world examples of tax planning that matters. Steven and Micah share recent client experiences highlighting how the "simple" things on a tax return can make all the difference to a client, and the reality that most taxpayers aren't getting tax planning help unless a financial advisor is providing it. They share best practices for learning and leveling up when it comes to understanding what's on a tax return and what an advisor can do to partner with a tax preparer for the best possible outcomes.

https://zurl.co/Szvzu

The internet is all about attention; advisors who care about their clients are all about action. Steven is rejoined this week by Matthew Jarvis to talk about the power of doing "simple" things consistently over time. They use required minimum distributions as an example of what the best advisors do to create valuable experiences for their clients around a topic that will impact almost everyone at some point. It's not enough to send a white paper or mention it the year a client turns 73; to deliver massive value, you need a system that can be consistently executed over time.

Happy New Year! Steven kicks off the year by sharing his takeaways from year-end tax planning meetings and giving important reminders you need to hear as we head into another tax filing season. It may feel like the calendar just turned over, so tax planning can go on holiday, but listen in as Steven explains what you should be focused on to help your clients navigate their tax filing and beyond. You may have gotten sick of hearing about O3BA this last year, but it hasn't gone away, so Steven also recaps some critical areas you need to keep in mind, as well as reviewing a new IRS form that covers several of the new provisions that came out of the new bill last year. And of course, he had to talk about Summit 2026, including a sneak preview of some of the incredible speakers we will be adding to our lineup this year.

https://zurl.co/ahjdP