Taxes can be a client’s greatest expense in retirement — if they lack a tax-savvy advisor.

Many advisors can provide a financial plan, but not all can provide tax management services that helps maximize their income and minimize their taxes.

Learn how you can reach and retain wealthier clients with tax management.

Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a free webinar to learn the basics and benefits of having this expertise, including 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
  • And more!

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

Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P

REGISTER TODAY

ABOUT DAVE ALISON

Dave Alison, CFP®, EA, BPC, is an accomplished wealth manager and entrepreneur with a passion for holistic wealth management.

In 2023, Dave was named to the InvestmentNews 40 Under 40 list for his accomplishments, contributions, leadership, and promise. Dave also was a winner of a ThinkAdvisor LUMINARIES award in the Thought Leadership and Education category for his work at C2P. In 2024, he was named a finalist for Advisor of the Year (Regional West) by InvestmentNews, and a “Wealthies” award finalist for Thought Leader of the Year by WealthManagment.com for his efforts at Prosperity Capital Advisors.

As President and Founding Partner of C2P, Dave has been responsible for helping drive the enterprise towards a collective vision of simplifying financial planning for 1 billion people worldwide.

Dave is engaged across all aspects of the enterprise, accountable for C2P’s enterprise platform, consisting of a corporate RIA, insurance platform, talent development platform, and marketing agency. He is focused on leading the RIA platform, Prosperity Capital Advisors, and helping PCA’s investment advisor representatives grow their business and support their ultra-high net worth clients.

In addition to his role at C2P, Dave is the Founder & CEO of Alison Wealth Management, an ensemble holistic wealth management firm with offices in Palo Alto, CA, Charleston, SC, and Atlanta, GA. Alison Wealth Management was built on all the foundational business model and processes developed by C2P and serves high net worth and ultra-high net worth clients across the county.

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. As a member of the Million Dollar Round Table’s Top of The Table, Financial Planning Association®, and The National Association of Enrolled Agents, and Entrepreneurs Organization, Dave is committed to exceptional client service and improving the financial industry.

Dave and his wife, Alana, live just outside of Charleston, South Carolina; they are the proud parents to three beautiful daughters.