“Tax season” is over—but your clients’ tax management has just begun.

The #1 service high-net-worth and ultra-high-net-worth clients demand? Tax management.

Recent research shows a major disconnect: While 90%+ of HNW clients say proactive tax planning and management is a top priority, fewer than 25% of advisors actually deliver it. With tax laws evolving, uncertainty looming, and wealth transfers accelerating, advisors who bridge this gap will stand out, build stronger client relationships, and capture more business in 2025 and beyond.

Now that tax season is over, how can you shift from reactive tax prep to proactive tax management to meet this growing demand and differentiate yourself to your target market?

Join America’s IRA Expert, Ed Slott, CPA, and award-winning advisor and thought leader, Dave Alison, CFP®, EA, BPC, for an engaging conversation that blends Ed’s unparalleled tax expertise with Dave’s practical, client-facing advisor experience with high-net-worth and ultra-high-net-worth clients. Benefit from this dynamic duo as they provide comprehensive tax insights and practical strategies. Together, they will offer a well-rounded perspective on the latest regulatory changes and how to apply them effectively for your clients.

Key Takeaways for Advisors:

  • Why IRAs are now the worst assets for wealth transfer and legacy planning and balances should be reduced right now — why it’s smart to lock in today’s low rates (think maximum, not minimum), and why clients should stop contributing to 401(k)s and IRAs.
  • Why 401(k) rollover guidance knowledge is a high-value service given the current massive layoffs across all industries and government.
  • Strategic planning moves for high-net-worth clients – how you can bring value since they are at the top tax rates.
  • How proven processes and frameworks can level-up your service and approach — affluent clients expect more: The Five Pillars of Wealth Management, The Bucket Plan®, and the Tax Trilogy help you deliver.
  • How to cut down the tax bill for IRA beneficiaries subject to the 10-year rule.
  • Why IRAs are the best assets to leave to charity, and how to do that both during life and after death.
  • Why IRA trusts no longer work. If your client has one, better address this before it’s too late.

Don't miss out on this unique opportunity to enhance your knowledge and offer invaluable advice to your ideal clients!

 

Ed Slott, CPA
President | Founder
Ed Slott & Company

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

REGISTER TODAY

PRESENTERS

Ed Slott, CPA, America’s IRA Expert, is a nationally recognized speaker, television personality & best-selling author known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. Named “The Best Source for IRA Advice” by The Wall Street Journal, he is the go-to resource for media, regularly providing insight on breaking news affecting retirement and tax planning laws and strategies. Ed is a Professor of Practice at The American College of Financial Services and has been recognized by leading industry organizations for his significant thought leadership and contributions. He is one of the top pledge drivers of all time with his popular public television specials, the creator of Ed Slott’s Elite IRA Advisor Group℠ and the best-selling author with his latest book, The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retirement Savings & Ignite Your Financial Freedom (Penguin Random House, 2024) released in 2024. Ultimately, through all of these efforts combined, Ed has taught millions of Americans (and their financial professionals) how to get the most out 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 and Founding Partner of C2P, he drives the vision of simplifying financial planning for 1 billion people worldwide. Dave leads the RIA platform at Prosperity Capital Advisors, helping advisors grow their businesses and serve ultra-high net worth clients. He is also the Founder & CEO of Alison Wealth Management, serving high-net-worth and ultra-high net worth clients across the country.  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. His recent achievements include being named to the InvestmentNews 40 Under 40 list and winning the ThinkAdvisor LUMINARIES award for Thought Leadership and Education. In 2024, he was also named a finalist for Advisor of the Year (Regional West) by InvestmentNews, and a “Wealthies” award winner for Thought Leader of the Year by WealthManagment.com for his efforts at Prosperity Capital Advisors.