If Oprah Can Do It, So Can We

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] It’s hard to believe that in 2018 — when we’re assaulted by artificial intelligence, virtual reality, ubiquitous social media, and “roll your own” news outlets for every bias and prejudice, that the antiquities that we call “books” still matter. (Wasn’t that what Amazon used to sell before they decided to become […]

Success-a-Palooza!

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Ever wonder what your fellow TaxCoach members are up to during tax season? Winning, that’s what! Here are some success stories from yesterday’s Member Call-In to inspire you for future seasons to come:

Use Your Super Power for Good, Not Evil

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Our world is full of tax strategies that solve an immediate problem, but expose clients to possibly more expensive problems down the road. One of the challenges we as tax planners face is avoiding the temptation to get sucked into one of traps – or keep our clients from falling into […]

Marketing Lessons from Offensive Irish Stereotypes

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] St. Patrick’s Day is here, and every “Irish for a day” tippler in your social circle will take advantage of this convenient excuse to haul grandma out of the house for a little day-drinking. (It seems unnecessary on a Saturday, but whatever. Cinco de Mayo is on a Saturday this year, […]

Trade Your Date for a Newer, Sportier Model

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Earlier this week, millions of Americans observed, open-mouthed, as the slow-motion trainwreck known as The Bachelor finale skidded across their televisions. Race car driver Arie Luyendyk chose Becca to be his wife. Then, after what appeared to be weeks of engaged bliss, he dragged the poor woman back into the spotlight to dump […]

DNA Tests for Dogs

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] I’ve always been fascinated by genealogy and my family history. Back in high school, I researched my family tree as a senior project, which involved several trips to peruse musty old “books” at the public “library.” More recently, I used Ancestry.com’s online database to discover that my 11th-great-grandfather on my father’s […]

Marketing Lessons From the Back of the Herd

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] You know how I love taking stories from outside the tax world – from places like politics and pop culture – and using them as examples to illustrate ways to market and manage your business. Today we’re going to turn to science – specifically, the concept of natural selection – to […]

How to Succeed in Seminars Without Really Trying

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Sometimes member success stories aren’t always obvious at first – even to the member who’s enjoying that success! Here’s a comment from yesterday’s Wednesday Marketing & Management Call-In, along with my comments and some final inspiration.

No More Excuses!

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Here at TaxCoach, our experience over the last 13 years has confirmed our original vision that tax planning can transform practices. We’ve seen members come to us before they even have full-time practices, and make the jump from working for the man to full-time self-employment. We’ve seen one member take his […]

Unlock the New Client Vault

[et_pb_section bb_built=”1″ next_background_color=”#000000″][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Last week, we walked you through a step-by-step system for using the new tax law to generate tax-planning engagements from your existing client base. And we promised that this week, we’d do the same for new clients.