WHAT YOU WILL LEARN
This 1.5 day training is designed to expand your business by adding tax planning services to your business offerings.
After attending this training course, you'll be more confident while engaging in tax planning with your prospects and clients, and provide more valuable advice by integrating their tax, financial, investment, and insurance into one overall plan.
The Tax Management Journey® is a 7 step process that covers important tax topics including:
- Understanding the Order of Money
- Measuring your Tax Bracket
- Avoiding Marginal Tax Traps
- Allocating Tax Sensitive Assets
- Gifting Strategies
- Pay Now vs. Pay Later
- Managing Your Dynamic Bracket
- and more
After attending this training, participant will be able to:
- Describe how do you differentiate yourself from other CPAs using the Tax Management Journey®
- Describe how to position the Journey® with clients and show the value it brings
- Describe how managing taxes for your client is dynamic
- Provide more valuable advice by integrating your client’s tax, financial, investment, and insurance into one overall plan
- Explain the steps of The Tax Management Journey®
- Understand the resources available to you
Dave Alison, CFP®, EA, BPC
Chief Operating Officer & Founding Partner | C2P Enterprises
Founder | Alison Wealth Management
Christopher P. Woehrle, JD, LL.M (Tax)
Professor & Chair, Department of Tax & Estate Planning
College for Financial Planning, Centennial, CO
Adjunct Professor of Taxation
Widger School of Law - Villanova University, Villanova, PA
WHO SHOULD ATTEND & PREREQUISTIES
Who should attend: Financial advisors and CPAs engaged in tax planning with their clients
Prerequisites: At least one of the following: CPA, EA, MTax, CFP(r), CTS, or at least 2000 hours of work experience in the financial services industry or a bachelor's degree
Recommended field of study: Taxes
Advanced preparation: Prior to attending the live training, all registered participants are required to complete an e-learning course and pass the course quiz. This must be completed by a pre-determined date. Failure to complete these pre-requisites will result in cancellation of event registration and participation.
Program level: Intermediate
Delivery method: Group Live
The Westin Charlotte - 601 S. College Street, Charlotte, NC 28022
HOW TO REGISTER
Click the button below or call 866-306-1052 and ask for Lauren Carroll
QUESTIONS | REFUNDS & CANCELLATION POLICY
Refunds and Cancellation Policy: In the event of a cancellation prompted by C2P Enterprises, the participant will be notified in writing and via telephone to confirm receipt of the cancellation as soon as practical following the determination of the cancellation. C2P Enterprises will refund participant the registration fee participant paid. In the event of a participant-induced cancellation, it is requested that the participant advise C2P Enterprises as soon as practical. There will be no refunds in the event of a cancellation unless because of a documented emergency or illness. Substitutions are permitted if submitted in writing (email is acceptable). Phone substitutions are not accepted. Substitutions must be made within seven (7) business days prior to the start of the event.
For more information regarding administrative policies such as complaint and refund, please contact Jennifer Mackert at firstname.lastname@example.org or (440) 471-0345.
Clarity 2 Prosperity is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.