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    The 4 Most Important Pages on an RIA Website and Tips to Maximize Each

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    The 7 Tech Tools You Need to Launch a Fee-only Firm

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    The New CFP® Domain: Psychology of Financial Planning

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    8 Simple Tips to Optimize Tax Planning as an Advisor

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    When to Say No As an Advisor: Why a No Opens the Door to a Better Yes

Rachel Black

Rachel Black is a Tax Specialist on Team XYTS. She pulls from her depth of tax expertise as a CPA candidate with over a decade of experience in small business operations and client relationships to heroically handle all things taxes for XYTS clients. Rachel gets a thrill from working with clients to demystify data collection and taxation. When she's not proudly expressing herself as a tax nerd, Rachel loves coffee and tromping through the trees with her three girls.

Recent Posts

The Ultimate 2021 Guide to Year-End Tax Planning as an Advisor

The Ultimate 2021 Guide to Year-End Tax Planning as an Advisor

9 MIN READ 

Though it may seem that...

December 06, 2021/by Rachel Black
Your Guide to Form 8606 as an Advisor

Your Guide to Form 8606 as an Advisor

6.5 MIN READ 

Occasionally illusive but...

October 18, 2021/by Rachel Black

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