ADD VALUE TO CLIENTS & ATTRACT MORE
THROUGH TAX MANAGEMENT

92% of wealthy investors expect their wealth manager to provide tax planning advice, 
but only 25% are actually receiving that service*

EXPAND YOUR BUSINESS.  ADD VALUE TO CLIENTS.  DIFFERENTIATE YOURSELF. 

This comprehensive tax management training course will give you the marketing tools and planning strategies to help your prospects and clients understand the true value of hiring you as their tax and financial advisor. You'll learn a systematic, scalable, and proven approach to tax management
that will allow you to:

  • Differentiate yourself from other advisors and tax professionals
  • Charge higher planning fees
  • Enhance client retention
  • Attract higher-net-worth clients

NO TAX PRACTICE NEEDED!

The best part is you don't even need a tax background to get started! After attending this training course, you'll be more confident while engaging in tax management with your prospects and clients, and provide more valuable advice by integrating their tax, financial, investment, and insurance into one overall plan.

PLUS! Included with the two-day comprehensive tax management training course:

  • E-Learning course access for training and reinforcement
  • The Tax Management Journey® client-facing tools
  • Point-of-sale resources
  • Three consumer seminars:
    • 12 Key Changes from the One Big Beautiful Bill
    • 7 Steps to Maximize Your Income and Minimize Your Taxes
    • Taxes in Retirement
  • A proven method to fill consumer seminars for Taxes in Retirement
  • The Tax Management Journey® Tax Guide
  • A 10% discount on Holistiplan Tax software

You may be eligible to earn CEUs by attending this training!

For EAs:  8 IRS CEUs

For CFP®s:  8 CEUs

For CPAs and Insurance: Up to 8 CEUs (may vary by state)

Register Now

TRAINERS

Founder of The Tax Management Journey®, Dave Alison, and veteran tax planning expert, Christopher Woehrle, will lead you on your journey

Dave Alison, CFP®, EA, BPC
Co-President & Founding Partner | C2P
&
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

REGISTRATION ENDS MARCH 6

*Or once event capacity is reached

Register Now

QUESTIONS?

Please contact Events@c2penterprises.com with questions

*Source: Spectrem Group study: https://www.thinkadvisor.com/2021/08/18/top-14-advisory-services-clients-want-but-arent-getting/