Why should you include tax planning in your clients' financial plans?


It's a win/win.

When you incorporate tax planning into your clients' portfolios, you not only maximize their wealth but also increase your own business's revenue.

To simplify tax planning for your prospects and attract higher net-worth clients, you need to have the right tools at your disposal.

Dave Alison, CFP®, EA, BPC, the creator of The Tax Management Journey®, a proven and scalable tax management process, will introduce you to two extremely effective visuals that will help you illustrate the power of tax management to new and existing clients.

Using these fundamental tools will allow you to:

  • Easily explain how the income tax system makes some dollars worth more than others
  • Describe the importance of tax diversification and tax-sensitive accumulation and distribution strategy
  • Illustrate marginal tax rate (tax bracket) vs. average tax rate vs. effective tax rate
  • Demonstrate how money needs should flow "up or down" through the graduated rate system to minimize income taxes
  • Begin to structure the most tax-efficient retirement plan for your clients

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


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.