Advisor Blog

Featured Blogs

  • #XYPNRadio Roundup: From Broker/Dealer to Fee-for-Service

    #XYPNRadio Roundup: From Broker/Dealer to Fee-for-Service

  • Working From Home: How Advisors Can Transition to a Virtual Practice

    Working From Home: How Advisors Can Transition to a Virtual Practice

  • Launching Your Own RIA: Advice from Advisors Who Took the Leap

    Launching Your Own RIA: Advice from Advisors Who Took the Leap

  • How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors

    How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors

  • Member Benefits You Can't Put a Price On

    Member Benefits You Can't Put a Price On

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...

October 18, 2021/by Rachel Black

Browse our Advisor Resources

Never miss an article! Subscribe to receive an email notification when a new blog is posted.

Let's Connect

Interested in learning more about how XYPN can help you start, run, or grow a successful financial planning firm?

Schedule a Call