Taxes can be the single greatest retirement expense, and clients are looking for someone who knows 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? The ability to attract wealthier clients, expanding your business, and better retention rates.

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

You’ll also learn about the key provisions of the Tax Cuts and Jobs Act set to expire in 2026, and tips for helping your clients navigate these changes and minimize their tax liabilities in their financial plans.

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 a seasoned financial planner and entrepreneur committed to elevating advisors’ businesses and planning capabilities. As the President and Founding Partner of C2P Enterprises, Dave drives a shared vision of simplifying financial planning for a global audience of one billion people. He leads the company’s growth strategies, shapes its corporate direction, and guides the executive team, demonstrating a remarkable ability to transform vision into reality.

Beyond C2P, Dave contributes his expertise to various leadership roles, including Prosperity Capital Advisors, and Clarity 2 Prosperity, enhancing the financial landscape. Dave’s proficiency in integrating complex financial, tax, investment, insurance, and estate planning into comprehensive strategies led to the creation of Alison Wealth Management, which serves clients nationwide. A member of the Financial Planning Association®, Dave has consistently demonstrated his dedication and expertise, earning accolades such as the 2023 40 Under 40 recognition and won a ThinkAdvisor’s LUMINARIES award for Thought Leadership and Education at C2P.