You understand tax planning strategies, but do your prospects and clients?
Do you know how to educate them in a clear, concise manner so they will in return pay you planning fees?
By adding tax planning to your prospects’ and clients’ financial plans, you’ll maximize their wealth and increase your revenue.
Dave Alison, Executive Vice President & Founding Partner of Clarity 2 Prosperity, will introduce you to a systematic, scalable approach to tax planning.
This proven approach will allow you to:
- Differentiate yourself from other advisors and tax professionals
- Allow you to charge larger planning fees
- Enhance client retention
- Attract wealthier clients
ABOUT DAVE ALISON
Dave Alison an accomplished financial planner, tax advisor, speaker, and mentor with a passion to help individuals achieve financial freedom. As a founding partner of C2P Enterprises, Dave has helped bring the leadership team together and shape the vision to simplify financial planning for financial advisors and their clients.
Dave’s professional capabilities to coordinate tax, financial, insurance and estate planning needs are what led him to found Alison Wealth Management as a boutique tax, financial planning & investment management firm bringing household CFO services to affluent families & high-income professionals across the United States.
Dave 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. He is regularly called upon as a public speaker and by the media to share his knowledge on holistic financial planning, including Bloomberg, MarketWatch, Forbes Investor’s Business Daily, US News and World Report, Financial Planning Magazine and more. Dave is an active member of The Financial Planning Association, The FPA of Silicon Valley, The National Association of Enrolled Agents, The National Ethics Association, and The Forum 400.