Tax season may be behind us, but for many high-net-worth clients, the most important retirement tax decisions are still ahead.

Join America’s IRA Expert, Ed Slott, CPA, and Dave Alison, CFP®, EA, BPC, who both advise firms across the country and actively serve a select group of high-net-worth families, for a midyear conversation on how tax-season insights are being applied in real client situations right now.

With tax returns complete and income clarity in place, this is the window when advisors can still adjust IRA distributions, Roth strategies, and rollover decisions before year-end deadlines lock outcomes in.

In this practical, field-driven session, Ed and Dave will cover:

  • What top firms are doing differently in midyear client reviews
  • Roth and distribution decisions that can accelerate, or stall, client action
  • Rollover choices that help create leverage instead of friction
  • The IRA and RMD mistakes that slow down even experienced advisors

This session is designed for advisors who want practical insights they can use right away. You’ll hear how retirement tax rules are being applied in the field and how coordinated midyear decisions can materially improve client outcomes.

Ed Slott, CPA
President | Founder
Ed Slott & Company

Dave Alison, CFP®, EA, BPC
President of Wealth Management | Founding Partner
Prosperity Capital Advisors

Count Me in

PRESENTERS

Ed Slott, CPA, America’s IRA Expert, is a nationally recognized speaker, best-selling author, and television personality known for turning complex tax laws into actionable, easy-to-understand strategies that help Americans keep more of their retirement savings.

Often featured in USA Today, Forbes, and other leading media, Mr. Slott is the go-to resource for insight on the latest tax and retirement legislation.

He is the creator of Ed Slott’s Elite IRA Advisor GroupSM, a premier network of top financial professionals, and a Professor of Practice at The American College of Financial Services. He is also a best-selling author, with his latest book The Retirement Savings Time Bomb Ticks Louder (Penguin Random House, 2024).

Through his writing, teaching, and public television programs, Ed Slott has taught millions of Americans—and their advisors—how to reduce taxes, avoid costly mistakes, and make the most of their retirement savings.

 

Dave Alison, CFP®, EA, BPC is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management. As President of Wealth Management and Founding Partner of Prosperity Capital Advisors and C2P, he drives the vision of simplifying financial planning for 1 billion people worldwide. Dave helps advisors grow their businesses and serve ultra-high net worth clients with advanced planning support. He is also the Founder & CEO of Alison Wealth Management, serving high-net-worth and ultra-high-net-worth clients nationwide. Dave has consistently proven to be a wealth of knowledge and skill for his clients and other advisors throughout his career, earning recognition for his skill and dedication in the financial services industry.