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 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
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
W.O.O.P: A Simple Mental Hack to Overcome Obstacles & Reach Your Goals

W.O.O.P: A Simple Mental Hack to Overcome Obstacles & Reach Your Goals

9 MIN READ

Who’s up for some...

November 29, 2021/by Arlene Moss
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...

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...

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...

October 18, 2021/by Rachel Black
How the Entrepreneurial Operating System (EOS) Can Make Your Firm Thrive

How the Entrepreneurial Operating System (EOS) Can Make Your Firm Thrive

10 MIN READ

In the early days...

October 11, 2021/by Arlene Moss
Send Better Emails Using These Free (or Almost Free) Tools

Send Better Emails Using These Free (or Almost Free) Tools

5 MIN READ 

It’s no secret—we’re all...

October 04, 2021/by Lindsey White
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
How Can XYPN Membership Benefit Established Advisors?

How Can XYPN Membership Benefit Established Advisors?

11 MIN READ 

As a Lead Business...

September 13, 2021/by Aimee Arnaud
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
The #1 Way To Prevent Mistakes in Your Emails as an Advisor

The #1 Way To Prevent Mistakes in Your Emails as an Advisor

6 MIN READ 

August 16, 2021/by Lindsey White
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
Four Emails You Should Have in Your Email Marketing Plan as an Advisor

Four Emails You Should Have in Your Email Marketing Plan as an Advisor

6 MIN READ 

How many times a day do...

June 21, 2021/by Lindsey White

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