Taxes can be the single greatest retirement expense, and clients are looking for someone who know how to ease those stressors.
If you can strategically create a plan that helps maximize their income and minimize their taxes, you’ll provide more value as an advisor.
The result? Attracting wealthier clients, expanding your business, and better client retention.
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.
You’ll learn how to:
- Measure and manage your clients’ dynamic tax brackets
- Mitigate marginal tax traps
- Allocate tax-sensitive assets
- Review gifting strategies with your clients
- Understand the “Order of Money” and explain it to clients
- And more!
Don't miss out on the opportunity to differentiate your firm and grow your revenue capabilities!
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