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In the Media

Print & Online

  • Adviser's Consultant: Adding value with tax services
    November 10, 2016
  • Advisory Firms Growing w/ tech, but not w/o troubles, false starts
    October 19, 2016
  • Retire: Your Tax-Cut Window
    September 1, 2016
  • Advisors Tell Clients: Think of retirement as 35 years of unemployment
    October 16, 2015
  • The Rise of the $50,000 Rental
    May 21, 2015
  • How Snowbirds Can Trim Tax Bills in Retirement
    May 5, 2015
  • A Fresh Perspective on Challenges facing Australia's Planning
    October 27, 2014
  • Large Tax Bills Force Advisers to Sell Bonds, Stocks
    March 27, 2014

TV, Radio & Speaking

  • Jill Schlesinger Radio Interview
    December 17, 2016
  • eAdvisor Panel
    October 1, 2016
  • Deutsche Bank RIA & Trust Bank Investment Symposium
    September 23, 2016
  • LinkedIn Panel: Next Generation Customer Journey in WM; High Tech or High Touch?
    September 20, 2016
  • External IT Technology Conference
    September 19, 2016
  • AICPA Advanced PFP Conference - Technology Panel
    January 1, 2016
  • AICPA High Net Worth Tax Strategies Conference
    May 1, 2014