Results > Tax Planning: (8)
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Guide
Thursday, March 14, 2024
Axos Advisor Services
Become a More Holistic Advisor
How to enhance client services and grow your business by adding integrated cash management solutions to serve both sides of the balance sheet.
On-Demand Webinar
Monday, March 11, 2024
C2P
Win Business Through Tax Management
Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning.
eBook
Thursday, February 8, 2024
C2P
How to Increase Your Competitive Advantage with Tax Planning
If you diversify your client portfolios across equities, bonds, and alternative investments, shouldn’t you also diversify their tax plan? Stand out from the competition, get the knowledge base to charge larger planning fees, and more with this eBook!
Video
Tuesday, January 16, 2024
Private College 529 Plan
The Latest on 529 Plans
Learn about recent changes to 529 plans, including how they're treated in financial aid, and the impact for your clients.
Guide
Friday, October 13, 2023
Universal Financial Consultants
How to Defer Capital Gains Taxes and Have a Bank Pay Them Instead
Many successful individuals have assets that have appreciated significantly, and are looking for a structured approach to deferring capital gains taxes.
Guide
Wednesday, February 22, 2023
Commonwealth
The Ultimate Retirement Income Planning Guide for Advisors
Our free download helps you prepare your clients for the next phase of their life.
Research / Report
Wednesday, January 18, 2023
Universal Financial Consultants
10 Advanced Tax Planning Strategies For Your HNW Clients
Not to anyone's surprise HNW individuals pay the most money in taxes. However these individuals also stand to save the most when implementing the right tax planning strategies.
Research / Report
Wednesday, December 21, 2022
Universal Financial Consultants
No Collateral Premium Finance
One agent placed $1.5M in target premium through this program just in the last 4 months!
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