This two-day training is designed to expand your business by adding tax management services to your business offerings
Start offering your high-net-worth clients what they need by attending The Tax Management Journey®.
This a 2-day tax management training course gives you the tools and strategies to attract and convert more clients in the $1 million to $5 million demographic, and beyond.
After attending this training, you can confidently engage in tax management with your prospects and clients. You will also gain the skills needed to provide more valuable advice by integrating clients’ tax, financial, investment, and insurance details into one overall plan.
You can earn 7-8 CEUs by attending this training
*for EA, CPA, and CFP® designations and licensed insurance advisors
Dave Alison, CFP®, EA, BPC
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
