For years, many financial advisors have viewed tax planning as the responsibility of a client’s CPA. The most successful advisors know better. Tax planning has become one of the most powerful ways to deepen client relationships, uncover planning opportunities, and demonstrate value that clients can immediately see and appreciate. Yet many advisors struggle with how to incorporate tax planning into their practice without preparing tax returns or giving tax advice beyond their expertise.
Join Financial Planner Brady Bassford as he shares the tax-focused planning framework he uses to help clients make smarter financial decisions and keep more of what they earn. Drawing from the strategies outlined in Why Tax Planning Strategies Should Be Central to Your Advisory Practice, Brady will walk through five practical tax planning strategies that can create meaningful value for clients while helping advisors differentiate themselves in an increasingly competitive marketplace. In addition, Brady will provide an inside look at his comprehensive financial planning process and demonstrate how tax planning is integrated into client conversations throughout the year—not just during tax season.
During this webinar, you’ll learn:
- Why tax planning has become one of the greatest growth opportunities for financial advisors
- The five tax planning strategies every advisor should understand and discuss with clients
- How proactive tax planning can improve retirement income outcomes and long-term wealth preservation
- Opportunities to identify hidden tax inefficiencies within a client’s financial plan
- Brady’s step-by-step financial planning process and how tax planning is incorporated throughout the client journey
- Ways to create more meaningful client conversations and demonstrate ongoing value beyond investment management
Why Attend?
Clients rarely ask whether their portfolio outperformed by a few basis points. They do ask why they paid so much in TAXES.
