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With the new OBBB introducing changes to tax laws and retirement planning, understanding the opportunities and potential pitfalls of Roth conversions has never been more crucial.…

Cost segregation isn’t just a niche tax strategy — it’s a wealth-building tool most clients have never heard of. While many assume depreciation simply spreads out over decades,…

The tax landscape continues to evolve—and many of the most talked-about proposals could materially reshape how advisors plan for income, deductions, and long-term wealth…

Health Savings Accounts (HSAs) have quietly become one of the most powerful—and most misunderstood—planning tools available to financial advisors. Between ongoing regulatory…

In 2026 your clients with income from $100,000 to $500,000 have the ability to implement dozens of strategies that can make an important difference in their financial lives. Join…