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Tax Plans Are Overrated. Long‑Term Tax Coaching Isn’t
From Dennis O’Leary to social media influencers, there is a rising tide of ‘tax planning’ promotions that promise dramatic tax savings and higher fees for advisors. The sales hook is simple: take a short course, add a new title to your business card, and suddenly you can ‘earn more per client.’ The screenshot ad that…
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Lessons from a Tax Return Error on a 19-Year-Old Case
I recently had my first case of tax return errors that originated, at least in part, from AI-assisted preparation. The error was mine to catch. I did not catch it. The IRS did, and sent Letter 12C requesting an explanation. The minor error would not normally make any difference, but in this case it did.…
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The Jackpot That Artificially Inflates Taxes, Increases Medicare Cost, and Even Takes Your Health Coverage
(sports betting is worse than you thought, even if you are winning) What was illegal in most of the country before a 2018 is now a phone-tap habit for tens of millions of people. Sports betting in America is no longer a niche vice. In 2025, more than 1 in 5 adults placed a sports…