Outlook Letter Versus Client Alert

Hollywood has always had a fondness for superhero movies, and coming this March, Warner Brothers will drop Batman v Superman: Dawn of Justice into a multiplex near you. Keith likes a good dustup as much as the next guy, so he got inspired to try a little TaxCoach mashup himself.

This is a very special time of year. No, we’re not talking about the holidays; we’re talking about the TaxCoach Outlook Letter. This Outlook Letter is updated every fall, and it’s your chance to let your clients know what sort of tax legislation they can expect in the upcoming year. Read more…

TaxCoach Joins Financial Gravity

Keith and I launched TaxCoach ten years ago with a vision of offering a new kind of tax service – a plain-English plan you could offer to clients with a road map to achieving the sort of savings they really want from their advisors. Since then, we’ve been gratified to see TaxCoach grow into a complete business-development system – based on that same tax-planning tool, but enhanced by a suite of marketing tools and a vibrant nationwide community of tax and finance professionals sharing their successes and best practices. (That would be you.)

Now we’re delighted to announce that we’ve taken the next step in our journey. We’ve become a part of Financial Gravity Holdings, a Dallas-based financial services company offering tax planning and management, business consulting, and wealth management services to business owners across the country.  Read more…

Your Newest Best Friend Right Now

Wikipedia defines a “calendar” as a system for organizing days for social, religious, commercial, or government purposes. That’s a pretty dry, bland definition. So let me tart it up by saying a “calendar” is the best way to get clients in your door for lucrative year-end planning engagements. Already sounds a lot better, doesn’t it?

Today is November 12. It’s the 316th day of the year, which isn’t especially significant. But there are just 49 days left in the year. And that really is important for us.

Turning prospects into clients can be hard. (If it were easy, you wouldn’t need us!) One of the best tools for turning prospects into clients, or just getting existing clients to act, is a deadline.  Read more…

Who Lives, Who Dies, Who Tells Your Story

Every so often a new show hits Broadway with lights that shine brighter than the rest. In 1996, Rent celebrated a group of impoverished East Village artists struggling to thrive in the shadow of AIDS. In 2003, Wicked imagined the lives of the witches of Oz before Dorothy’s unexpected arrival. But who would have thought today’s hottest ticket would be a rap-driven bio of the Founding Father responsible for the financial system that collects those taxes we all hate? This week’s story is a bit different from our usual perspective. But stick with it… how often do you see taxes and finance starring in popular culture?

Hamilton began by chance when the show’s creator, Tony award-winner Lin-Manuel Miranda, picked up Ron Chernow’s landmark biography of Alexander Hamilton to read on vacation. Miranda saw “the $10 founding father/without a father” as the embodiment of hip-hop: a penniless immigrant who rose to power through the power of his words. Read more…