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...

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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...

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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...

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