I Probably Shouldn’t Tell You This

I probably shouldn’t tell you this. Keith and Lisa are going to kill me for tipping our hand here. But TaxCoach has a hidden “fatal flaw” that could make the entire system worthless for many members. What is it, you ask? It’s this: It won’t do anything for you if you...

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Help Solve This Pricey Problem

Last Thursday, I gave a presentation to a group of financial advisors interested in focusing on tax planning. At lunch, I sat next to Dr. Vicki Rackner, an MD who coaches accountants and financial professionals looking to target doctors. (If she sounds like someone we...

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