This month’s Board Meeting will feature a special discussion on Cybersecurity, HIPAA, and the WISP Requirement for Tax Pros
This isn’t just about saving money
Inside: New rules from OBBBA, Angie’s take on what’s next for charitable giving, and how our community prepares tax pros to handle high-stakes changes before they arrive.
Angie breaks down the One Big Beautiful Bill Act, and defines what it means to be "executive" in The Executive Touch
From tax boardroom strategies to premium client wins, see why the smartest CPAs, JDs, and EAs are doubling down on this one-of-a-kind collective.
Live Power Hours, case coaching, and a network that answers your hardest questions — every single week. Welcome to The Executive Touch.
Turn every seminar, retreat, and professional gathering into a smart tax move — if you know the IRS’s three-category rule.
Maximize deductions, claim EV credits, and join us for learning & wellness in Jamaica!
Real-World Tax Planning: When “Not Required” Isn’t the Same as “Not Valuable”
Plus: Power Hours, Board Takeaways, and Where to Find Angie in Puerto Rico 🇵🇷
Smart ways your clients can unlock tax-free (or tax-efficient) cash from their policies—without surrendering their future.
The Strategy You Wish You Knew Sooner — and Now You Will
