According to recent research, tax planning is the top service clients with at least $250,000 in assets seek from their financial advisor. To stand out in a competitive market, you need to take your financial planning business to the next level by learning how to seamlessly integrate tax planning into your services!

In this must-attend webinar, you'll discover proven strategies for uncovering tax-saving opportunities, incorporating them into comprehensive financial plans, and delivering more value to your clients. Whether you're an experienced advisor or looking to expand your expertise, this session will give you the tools to deliver efficient tax solutions that align with your clients' financial goals and drive better results.

Learning objectives:

• Identify tax-saving opportunities: Learn to spot key patterns and life events where tax-saving strategies can improve clients' financial well-being and maximize after-tax wealth
• Integrate tax planning into financial strategies: Seamlessly incorporate tax considerations into retirement, estate and investment plans for tailored, tax-efficient solutions
• Increase client value and business growth: Differentiate your practice by providing tax planning that improves client outcomes, deepens relationships and drives growth

CFP, CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.

Sponsored by

Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™
Professor of Practice in Tax Planning, American College of Financial Services
Head of Planning, Buckingham Strategic Wealth

Sophia Duffy, JD, CPA, AEP®
Associate Professor of Business Planning
American College