Advisor Blog

Featured Blogs

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

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

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

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

  • The New CFP® Domain: Psychology of Financial Planning

    The New CFP® Domain: Psychology of Financial Planning

  • 8 Simple Tips to Optimize Tax Planning as an Advisor

    8 Simple Tips to Optimize Tax Planning as an Advisor

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

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

What a Qualified Charitable Distribution (QCD) Means for Your Taxes

3 MIN READ 

If you recall, I wrote...

September 20, 2021/by Pam Hocevar
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 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 of...

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
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 preaching...

May 10, 2021/by Team XYTS
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
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 measures...

February 15, 2021/by Katrina Ivancic
Everything Independent Financial Advisors Need to Know to File Their Taxes

Everything Independent Financial Advisors Need to Know to File Their Taxes

5 MIN READ 

The most wonderful time of...

February 08, 2021/by Chelsey Patera
Saving for Retirement as a Financial Advisor – A Tax Expert's Take

Saving for Retirement as a Financial Advisor – A Tax Expert's Take

8 MIN READ 

Believe it or not, there...

January 14, 2021/by Blake Mattfeldt

Browse our Advisor Resources

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

Popular Posts:

What Makes a Rational Consumer (and Why Financial Advisors Should Care)
Hiring: The Phone Screen, 10 Minutes to Make It or Break It
The How and Why of Side Hustles for Financial Advisors
How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors
Your Guide to Tax Preparation and Tax Planning as an Advisor

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