How are you maximizing your clients’ income and minimizing their taxes?

Taking advantage of the tax benefits of Roth conversions can save your client’s from owing the government more in taxes, putting money back into their retirement.

You don’t want to miss the latest installment in our Win Business Through Tax Management Seminar Series. This one is all about the 5 Types of Roth Conversions that can boost wealth and reduce taxes.

Dave Alison, CFP®, EA, BPC, the President and Founding Partner of C2P Enterprises, CEO of Alison Wealth Management and creator of The Tax Management Journey®, a proven and scalable 7-step tax management process, will go through 5 ways you can adjust your clients’ portfolios to lessen their tax bill.

5 Types of Roth Conversions:

  1. Bracket-Bumping Conversion
  2. Marketing-Timing Roth Conversion
  3. Back-Door Roth Conversion
  4. Mega Back-Door Roth Conversion
  5. SEP IRA to Roth Conversion

Dave Alison, CFP®, EA, BPC
President & Founding Partner | C2P Enterprises
Founder | Alison Wealth Management

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ABOUT DAVE ALISON

Dave Alison, CFP®, EA, BPC, is an accomplished financial planner and entrepreneur with a passion for helping advisors take their business and planning capabilities to the next level.

As president and founding partner of C2P Enterprises, Dave has been responsible for bringing together the leadership team and driving the enterprise towards a collective vision of simplifying financial planning for 1 billion people worldwide.

He is the creator of The Tax Management Journey® and currently serves as a mentor and trainer to hundreds of financial planners, CPAs and estate planning attorneys as well as a frequent speaker at industry conferences through the United States. 

Dave is engaged across all aspects of the enterprise. He is focused on driving the company’s key growth initiatives, directing the overall corporate strategy, and leading the executive team. Dave has a unique ability to take a vision and turn it into reality.

In addition to his role at C2P Enterprises, Dave is on the leadership team of C2P Enterprises’ Clarity Insurance Marketing, a fiduciary-friendly insurance marketing organization (IMO); Valor Capital Management, a registered investment advisor operating as a Turnkey Asset Management Program (TAMP) and a fund strategist; Prosperity Capital Advisors, a nationally branded corporate RIA bringing valuable resources and capabilities to independent IARs; and Clarity 2 Prosperity, a financial training, coaching and IP development organization.

Dave’s ability to engineer advanced financial, tax, investment, insurance, and estate planning needs into one holistic plan also led him to found Alison Wealth Management, which serves clients virtually across the U.S. Dave is also a member of the Financial Planning Association®.

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