For many business owners and high-net-worth clients, filing a tax extension isn’t a delay—it’s a strategy. Between April and October lies a golden opportunity to explore powerful planning tools that can lead to significant tax savings and long-term financial advantages.

This free educational resource, created for financial professionals, outlines five advanced tax strategies that can be evaluated and implemented during the extension window. Help your clients make the most of this time, and position yourself as a trusted, forward-thinking advisor.

Inside, you’ll discover:

• How to use cash balance plans to unlock six-figure deductions retroactively

• Ways to turn life insurance into a tax-efficient growth and income strategy

• How Fixed Index Annuities can help manage risk while deferring taxes

• An overview of premium financing for large life insurance needs without liquidity loss

• Smart gifting and legacy strategies to act on before 2026 sunset provisions hit

Take advantage of this limited window to add long-term value for clients filing under extension.

Download Your Free Advisor Guide
Complete the form to get instant access to this timely, educational resource—and elevate your tax planning conversations today.