When it comes to managing post-tax investments, the level of complexity and opportunity exponentially grows. It’s not about what you make, it’s about what you keep. Tax drag can be one of the largest expenses your client will ever pay as they continue to grow their wealth and something that can devalue your wealth management firm.
This is where C2P’s Tax Management Journey® Training can help propel you into a whole new class of investment advisor.
In this seminar, industry leader Dave Alison, CFP®, EA, BPC │ President and Founding Partner of C2P, will help you understand the significant difference of managing pre-tax investments vs. post-tax investments. He will share with you how tax-sensitive portfolio construction can have a massive financial impact on your clients and your firm, in addition to providing specific solutions you can implement today to transform your business.
We’ll help you learn and understand:
- The current tax landscape on investment portfolios through 2022
- How to use your clients’ 1099s as a roadmap to tax savings opportunities
- How to calculate your clients tax drag on their portfolio — an expense they never knew they had
- Portfolio management strategies to mitigate taxes and enhance after-tax returns
- How incorporating tax management can add tens of millions of dollars of additional AUM to your firm and greatly increase its valuation
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.