Jay Coulter, CFP®, CIMA®Aug 17, 2022Delivering Tax Alpha with Todd Mackay of Avantax (EP234)How can advisors deliver Tax Alpha? Todd Mackay, President of Avantax Wealth Management, joins Jay Coulter on The Resilient Advisor Show to
Jay Coulter, CFP®, CIMA®Feb 19, 2021How To Add Year-Round Tax Alpha with Kevin Lozer (EP155)Kevin Lozer's company is committed to helping the advisor community deliver better client outcomes with streamlined tax planning.