This one-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 advisors 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


Participants (in most states) will receive 8 CPE.

In order to receive CPE, participants must be visible with webcam on and participate in all poll questions throughout the entire training. 


Dave Alison, CFP®, EA
Executive Vice President | Founding Partner
Clarity 2 Prosperity

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: 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


"This is a workshop every advisor should attend. I can identify the many pitfalls along the seven-step tax journey. I found the course full of useable content that can be used on every appointment. I have the content and course materials on the E-learning web site to ensure that you don’t miss any important parts. I would tell advisors, if you are a seasons professional of a beginner this course will give you the confidence to talk to your clients about their taxes."
-Steve Dellelo, Retirement Income Strategies

"Our entire team of advisors went through the Tax Management Journey and found it invaluable. It added a much deeper layer of strategic planning to our process. As a 25+ year veteran of the industry, I was surprised how much I personally was able to learn, and then share with clients, as a result of this training."
-Mary Sterk, CFP®, Sterk Financial Services

"The information and strategies were current and very much on point. Going through the Journey had opened up so many new opportunities for me to serve my clients. The information was invaluable. In fact, I will be going again soon.I couldn’t wait to get back and implement the strategies discussed.
Again, thank you for taking my business to a new level once again."

-Tony Engrassia, Wealth Management Strategies



Any questions? Submit the form below and we will be in contact with you shortly.

Refunds and Cancellation Policy: In the event of a cancellation prompted by the Sponsor, 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.  In the event of a participant-induced cancellation, it is requested that the participant advise the Sponsor as soon as practical.  There will be no refunds in the event of a cancellation, but the paid registration fee may be credited towards a future event.  Substitutions are permitted if submitted in writing (email is acceptable.) 

For more information regarding administrative policies such as complaint and refund, please contact Jennifer Mackert at 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