We design this two-day training to expand your business by adding tax management services to your business offerings.
Your high-net-worth clients expect guidance from you to help avoid tax pitfalls and find tax-efficient wealth optimization. Start offering them what they need by attending The Tax Management Journey®!
This two-day tax management training course gives you specific tools and strategies. With them, you 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’ll also gain the skills necessary to provide more valuable advice by integrating clients’ details into one 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
