{"version":"https://jsonfeed.org/version/1","title":"Advisor Transition Partners","home_page_url":"https://advisortransitionpartners.com","description":"Advisor Transition Partners","author":{"name":"Advisor Transition Partners"},"items":[{"id":"https://advisortransitionpartners.com/insights/f/when-tax-season-meets-wealth-planning","html_content":"<img src=\"https://img1.wsimg.com/isteam/stock/8387\"/><p>Every year around early March a familiar ritual begins. Email inboxes fill with requests for missing documents. Clients start digging through shoeboxes and PDFs. Somewhere between a K-1 and a brokerage statement the same...</p>","url":"https://advisortransitionpartners.com/insights/f/when-tax-season-meets-wealth-planning","title":"When Tax Season Meets Wealth Planning","summary":"Every year around early March a familiar ritual begins. Email inboxes fill with requests for missing documents. Clients start digging through shoeboxes and PDFs. Somewhere between a K-1 and a brokerage statement the same...","date_modified":"2026-03-08T02:55:33Z"}]}