As we step into January 2026, many financial advisers face the annual hustle of tax season. In the latest episode of the Synergy Compliance Podcast, host Scott P. Gill emphasizes the critical compliance considerations that Registered Investment Advisers must keep in mind when offering tax services. Eric Moeller is a featured guest and offers critical insights to this complex service offering.

In this conversation, Scott P. Gill and Eric Moeller discuss the complexities of managing tiered service offerings and the potential impact on client relationships.

This episode highlights how the widening gap between service tiers can lead to feelings of undervaluation among lower-tier clients, emphasizing the importance of maintaining balance and visibility across all tiers to foster positive relationships.

In this episode, Scott P. Gill interviews Ben White, Senior Director of Public Policy at ⁠Pontera⁠, about the role of third-party platforms in financial services, regulatory scrutiny, and the importance of data aggregation for investment advisors.

Together they discuss the implications of Texas guidance on data aggregation, the principles-based compliance approach, and the future of Pontera in providing holistic financial planning solutions for clients.