Close Advanced Search Filters
Search
Companies
Topics
Content Types

Results > Tax Planning: (5)

Advanced Search Filters
Clear Filters
On-Demand Webinar
Win Business Through Tax Management
Monday, March 11, 2024 C2P 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
How to Increase Your Competitive Advantage with Tax Planning
Thursday, February 8, 2024 C2P 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!
Guide
How to Defer Capital Gains Taxes and Have a Bank Pay Them Instead
Friday, October 13, 2023 Universal Financial Consultants Many successful individuals have assets that have appreciated significantly, and are looking for a structured approach to deferring capital gains taxes.
Guide
The Ultimate Retirement Income Planning Guide for Advisors
Wednesday, February 22, 2023 Commonwealth Our free download helps you prepare your clients for the next phase of their life.
Research / Report
No Collateral Premium Finance
Wednesday, December 21, 2022 Universal Financial Consultants One agent placed $1.5M in target premium through this program just in the last 4 months!