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Feb 27, 2020

Tax Identity Theft is not new, but the tactics hackers are using to steal refunds are changing. Learn how to protect yourself and your clients this tax season. Plus, get updated on recent updates on the 2017 Equifax breach and cybersecurity concerns surrounding the 2020 census.

Feb 26, 2020

Advisor TalkingPoints: Prepare for client interactions with this review of key data points on coronavirus, market reaction, and an outline that to guides you on how to handle client responses to the evolving situation.

Feb 21, 2020

Advisor TalkingPoints: As you prepare for client interactions, Advisor Talking Points reviews the impact from the coronavirus, QE and stocks, the Fed, positive economic numbers, and earnings

Feb 19, 2020

Listen in as Debbie and Sean talk through some of the questions Savvy Tax Planning members have about the SECURE Act, particularly the "Death of the Stretch IRA."

Feb 14, 2020

What’s Working Now: By educating prospects about taxes in retirement and then helping individuals make savvy tax planning moves, this advisor paves the way to bringing them on for comprehensive investment and financial planning services.