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

Outside Investment Manager Due Diligence & Disclosure (Templates)

Outside Investment Manager Due Diligence & Disclosure (Templates)

5 MIN READ 

Outside investment...

June 13, 2022/by Shelby Brown
8 Simple Tips to Optimize Tax Planning as an Advisor

8 Simple Tips to Optimize Tax Planning as an Advisor

6 MIN READ 

Tax planning refers to the...

May 09, 2022/by Stephany Coutinho & Trejon Talton
ESG Investing: An Investment Expert's High-level Review

ESG Investing: An Investment Expert's High-level Review

10 MIN READ 

The idea of investing...

May 02, 2022/by Mario Nardone
Navigating State De Minimis Exemptions from RIA Registration (or Notice Filing)

Navigating State De Minimis Exemptions from RIA Registration (or Notice Filing)

10 MIN READ 

As a registered investment...

April 25, 2022/by Travis Johnson
Why Now is the Time for Advisors to Educate Themselves on Digital Assets

Why Now is the Time for Advisors to Educate Themselves on Digital Assets

6 MIN READ 

Bitcoin, Ether, NFTs—unless...

April 11, 2022/by Kathleen Boyd
What You Need to Know about Recordkeeping from a Tax Perspective

What You Need to Know about Recordkeeping from a Tax Perspective

5 MIN READ 

March 28, 2022/by Cassie Jackson
What Does It Take to Be Chief Investment Officer of a Fee-Only Firm?

What Does It Take to Be Chief Investment Officer of a Fee-Only Firm?

6 MIN READ 

If you are reading this, it...

March 21, 2022/by Mario Nardone
State vs. SEC Registration: What’s the Regulatory Difference?

State vs. SEC Registration: What’s the Regulatory Difference?

6 MIN READ 

What’s the difference...

March 07, 2022/by Terria Heng
HSA vs. FSA: What You Need To Know as an Advisor

HSA vs. FSA: What You Need To Know as an Advisor

7.5 MIN READ 

Similar, but at the same...

February 07, 2022/by Danelle Kruszka, Avery Heinz, & Ryan Chan
XYPN Roundup: Our Top 10 Tax Blogs of 2021

XYPN Roundup: Our Top 10 Tax Blogs of 2021

5 MIN READ 

As we look straight in the...

January 20, 2022/by Team XYTS
A Breakdown of the 5 Tax Filing Statuses

A Breakdown of the 5 Tax Filing Statuses

7 MIN READ 

January 18, 2022/by Alli Whittle & Rubiyat Alam
Your 2021 (Tax) Year In Review from Your Team At XY Tax Solutions

Your 2021 (Tax) Year In Review from Your Team At XY Tax Solutions

5 MIN READ 

January 10, 2022/by Sara Williams & Cassie Jackson
Should You Make an S Corporation Election? Everything You Need To Know

Should You Make an S Corporation Election? Everything You Need To Know

5 MIN READ 

January 03, 2022/by Dan Ritter Jr. & Alli Whittle
7 Tips For Properly Disclosing Advisory Fees and Staying Compliant

7 Tips For Properly Disclosing Advisory Fees and Staying Compliant

6.5 MIN READ 

With year-end compliance...

December 13, 2021/by Terria Heng
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
A Winning Website: How to Convert your Firm's Website Visitors to Leads

A Winning Website: How to Convert your Firm's Website Visitors to Leads

6 MIN READ 

As this baseball season is...

November 22, 2021/by Katie DeMars
What You Need to Know When Selling Your House from a Tax Perspective

What You Need to Know When Selling Your House from a Tax Perspective

8 MIN READ 

November 15, 2021/by Blake Mattfeldt
Meet Our #XYPNLIVE 2021 Exhibitors!

Meet Our #XYPNLIVE 2021 Exhibitors!

13 MIN READ 

Every year at #XYPNLIVE we...

November 01, 2021/by Emily Campbell
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
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 sounding...

September 27, 2021/by Dan Ritter Jr
What a Qualified Charitable Distribution (QCD) Means for Your Taxes

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