Taxes can be the single greatest retirement expense, and clients are looking for someone who know how to ease those stressors.

If you can strategically create a plan that helps maximize their income and minimize their taxes, you’ll provide more value as an advisor.

The result? Attracting wealthier clients, expanding your business, and better client retention.

Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning.

You’ll learn 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 NOW

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.

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, Dave is on the leadership team of C2P’s 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®.

He has consistently proven to be a wealth of knowledge and skill for his clients and other advisors throughout his career, earning recognition for his expertise and dedication to the financial services industry. In 2023, Dave was named to the 40 Under 40 for his accomplishments, contributions, leadership, and promise. He was recognized as a finalist for ThinkAdvisor’s LUMINARIES awards in the Thought Leadership and Education category for his work at C2P.

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