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

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
Choosing a Small Business Retirement Plan from a Tax Perspective

Choosing a Small Business Retirement Plan from a Tax Perspective

6.5 MIN READ 

At the risk of...

September 27, 2021/by Dan Ritter Jr
What a Qualified Charitable Distribution (QCD) Means for Your Taxes
Your Guide to Tax Preparation and Tax Planning as an Advisor

Your Guide to Tax Preparation and Tax Planning as an Advisor

5 MIN READ 

Tax preparation and tax...

September 06, 2021/by Chelsey Patera
Your Guide to Social Media Compliance and the New SEC Marketing Rules

Your Guide to Social Media Compliance and the New SEC Marketing Rules

6 MIN READ 

Although not new news,...

August 30, 2021/by Terria Heng
4 Tips for Getting Clients Engaged in the Financial Planning Process

4 Tips for Getting Clients Engaged in the Financial Planning Process

6 MIN READ 

When I began my foray...

August 02, 2021/by Kathleen Boyd
The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

6 MIN READ 

Tax season can be one...

July 26, 2021/by Sara Williams
Roth Conversions: Everything You Need to Know as an Advisor

Roth Conversions: Everything You Need to Know as an Advisor

9 MIN READ 

“Should I do a Roth...

July 19, 2021/by Sam Nguyen
Everything Advisors Need to Know About IRA Distributions and Taxes

Everything Advisors Need to Know About IRA Distributions and Taxes

7 MIN READ 

July 12, 2021/by Blake Mattfeldt
Master Your To-Dos with a (Free) Project Management Tool

Master Your To-Dos with a (Free) Project Management Tool

7 MIN READ 

I’m a list maker. Call...

July 08, 2021/by Katie DeMars
Everything You Need to Know About Outside Business Activities (OBAs)

Everything You Need to Know About Outside Business Activities (OBAs)

4 MIN READ 

May 24, 2021/by Terria Heng
The Four Steps to Conquering Self-Employment Taxes as an Advisor

The Four Steps to Conquering Self-Employment Taxes as an Advisor

11 MIN READ 

At the risk of...

May 10, 2021/by Team XYTS
Reflecting on Women's History Month: Team Member Q&A

Reflecting on Women's History Month: Team Member Q&A

15 MIN READ 

In preparation for...

April 01, 2021/by Team XYPN
Five (Much Needed) Tips for Keeping Your Virtual Team Connected

Five (Much Needed) Tips for Keeping Your Virtual Team Connected

12 MIN READ 

In 1984 when Madonna...

March 29, 2021/by Tess Hollister
Your Go-To Guide for Acronyms and Other Industry-Specific Terms

Your Go-To Guide for Acronyms and Other Industry-Specific Terms

4 MIN READ 

The prevalence of...

March 25, 2021/by Shelby Brown
Answers to 10 of Your Most Burning Marketing Questions as a Financial Advisor

Answers to 10 of Your Most Burning Marketing Questions as a Financial Advisor

7 MIN READ 

A handful of...

March 22, 2021/by Katie DeMars
XYPN Roundup: Everything You Need to Know From Our Tax Experts

XYPN Roundup: Everything You Need to Know From Our Tax Experts

5 MIN READ 

How's your relationship...

March 15, 2021/by Team XYPN
What Giving Through a Donor Advised Fund (DAF) Means for Your Taxes

What Giving Through a Donor Advised Fund (DAF) Means for Your Taxes

5 MIN READ 

The hardship of the past...

March 11, 2021/by Pam Hocevar
Five Tips for Writing Effective Job Descriptions for Your Firm

Five Tips for Writing Effective Job Descriptions for Your Firm

7.5 MIN READ 

Congrats! Your firm is...

March 08, 2021/by Ryan Watin
Considering the Benefits of a Tax Extension as a Financial Advisor

Considering the Benefits of a Tax Extension as a Financial Advisor

7.5 MIN READ 

Let's talk about...

March 04, 2021/by Michael Law
How State Conformity to Federal COVID-19 Relief Measures Impacts Your Taxes

How State Conformity to Federal COVID-19 Relief Measures Impacts Your Taxes

13 MIN READ 

COVID-19 relief...

February 15, 2021/by Katrina Ivancic

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