Short educational episodes by trust and estate experts on transfer tax, basis, wealth transfer structures, and compliance.

Enrolled Agent; advocate for small‑business tax issues

Founder of Teachable (acq.) and Carry; frequent commentary on creator businesses, courses, and fintech for creators.

CPA tax strategist for six- and seven-figure owners; focuses on compounding after-tax wealth with entity strategy, optimized deductions,...

UK HNW planning: IHT, trusts, reorganizations, HMRC enquiries.

CPA posting ongoing “tax moves” series on structuring books to capture deductions, audit-risk reduction, and quarterly planning for...

CPA addressing real-estate tax tactics, compliance pitfalls, and planning for six-figure W-2 earners to reduce liabilities and avoid...

Entity structuring, asset protection, and tax strategy for investors and business owners.

Interview series on global structuring, GILTI/Pillar Two, and international compliance for MNCs.

UK tax lawyer (Tax Policy Associates)—complex planning, anti‑avoidance, and policy analysis relevant to cross‑border planning.

CPA/wealth advisor—planning for high‑income professionals, deductions/credits, and practice strategies.

IRA/Roth tax strategy, RMDs, SECURE Act planning, retirement distribution tax minimization.

Tax Foundation VP, Federal Tax Policy—analysis of planning‑relevant federal changes, expiring provisions, and incentive design.

Weekly international tax news and alerts with planning and compliance considerations for cross‑border operations.

UK HMRC official channel; compliance updates affecting planning.

Official IRS channel; compliance updates and guidance; planning-aware changes.

UK small business/director tax planning; dividends vs salary; VAT; company structures.

Tax attorney/CPA demystifying actual tax law; advanced strategies, compliance myths, entity/deductions.

Tax advisor engineering savings for 6–7 figure owners; emphasizes proactive planning over prep, systematized books for capturing deductions,...

National strategist, ACTEC fellow; tax and estate planning expert

Tax attorney and journalist; author of the “TaxGirl” brand

Tax/legal strategies for real estate investors; entity structuring and financing.

Self-directed IRA/401(k) tax strategies, UBIT/UDFI, entity structures for investing.

Head of Planning Strategy at Buckingham Wealth Partners; publisher of Nerd's Eye View and leading voice in WealthTech...

Personal finance with investing strategy; frequent ETF/index allocation discussions.

Tax pro education: IRS updates, credits/deductions, examinations, practitioner tips.

CPA and tax columnist—practical planning, compliance nuances, and case‑driven insights.

Enrolled Agent—individual tax planning, IRS procedure, and compliance education.

Ex‑financial advisor; practical tax planning (HSA, 401(k), backdoor/mega backdoor Roth), high-income strategies.

Educational/news SALT updates with practitioner perspectives on nexus, sourcing, compliance, and controversy.

Interviews on state and local tax strategy and compliance for companies navigating SALT complexity.

Short educational episodes focused on practical tax strategies, entity choice, deductions/credits for small business owners.

U.S. tax policy, growth, investment incentives, budget.

Weekly news/analysis interviews with experts on federal, international, and SALT developments with planning and compliance implications.

Real estate tax planning: REPS, cost seg, passive/active rules, 1031, entity election.

Personal finance creator who critically evaluates “fintech banks,” account safety, FDIC/program bank structures, and risk.

US newsroom; tech/business desks cover platform policy, streaming, and media economics.

Tax Tuesday Q&A, entity design, asset protection, deductions/credits.

Advanced practitioner education on complex tax topics and compliance changes.