Latest episode: Steve Curley wonders if some advisers really understand what they're recommending to clients, especially when it comes to tax alpha.
Recent: Abusive §351 is dead. Long live routine §351
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I also just recorded with Cliff Cornell (Planning Ninja, Bone Fide Wealth) and Teddy Fusaro (President, Bitwise Asset Management)... coming soon.
Tues, October 13, 2026: The tax-aware adviser community launches!
The community is for Tax Alpha Insider paid members that advise households: planners, advisers, CPAs, attorneys, family office professionals, etc.
Tax planning nerds tend to go straight for the solutions to concentrated wealth... tax-aware long/short, exchange funds, variable prepaid forwards, etc... but the first step should be figuring out what investors are trying to do.
Here's my two-page checklist of 20(ish) things advisers should ask their clients, including things like federal and state income and estate/inheritance tax priorities, risk and complexity planning, and plenty more...