Based on latest analysis, tax planning is the highest service shoppers with at the very least $250,000 in property need from their monetary advisor. To face out in a aggressive market, you could take your monetary planning enterprise to the subsequent stage by studying easy methods to seamlessly combine tax planning into your providers!
On this must-attend webinar, you’ll uncover confirmed methods to uncover tax-saving alternatives, incorporate them into complete monetary plans, and provide extra worth to your shoppers. Whether or not you are an skilled advisor or trying to broaden your experience, this session offers you the instruments to ship tax-efficient options that align along with your shoppers’ monetary targets and drive higher outcomes.
Studying Goals:
- Establish Tax-Saving Alternatives: Study to identify key patterns and life occasions the place tax-saving methods can improve shoppers’ monetary well-being and maximize after-tax wealth
- Combine Tax Planning into Monetary Methods: Seamlessly incorporate tax concerns into retirement, property, and funding plans for tailor-made, tax-efficient options
- Enhance Consumer Worth and Enterprise Development: Differentiate your apply by providing tax planning that improves consumer outcomes, deepens relationships, and drives progress
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Sponsored by
Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™
Professor of Apply in Tax Planning, The American School of Monetary Providers
Chief Planning Officer, Buckingham Strategic Wealth
Sophia Duffy, J.D., CPA, AEP®
Affiliate Professor of Enterprise Planning
The American School