Win Business Through Tax Management

Business > Accounting5/16/2024 5:00 PM

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Taxes can be the single greatest retirement expense, and clients are looking for someone who knows 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? The ability to attract wealthier clients, expanding your business, and better retention rates.

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

You’ll also learn about the key provisions of the Tax Cuts and Jobs Act set to expire in 2026, and tips for helping your clients navigate these changes and minimize their tax liabilities in their financial plans.

Don't miss out on the opportunity to differentiate your firm and grow your revenue capabilities — register today!


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