Clients for Life: The Impact of Tax Planning Management

The Rainmaker Multiplier On-Demand Podcast

Clients for Life: The Impact of Tax Planning Management

In This Episode

About the episode:

As one accomplished advisor describes, “if you have a tax plan [for your clients] and we are implementing that tax plan with them and for them through tax management — you’ve got a client for life.” Discover the power of tax management with host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and The Tax Management Journey®, and special guests, Jeff Warnkin, CFP, CPA, NSSA, Lead Advisor at JL Smith Holistic Wealth Management and Scott Kaup, CFP®, head of Kaup’s Financial Advisors, Inc.,

Hear their personal stories and experiences that illustrate the transformative effects a holistic approach to financial planning with tax management has on client service and wealth optimization.

Key Topics Covered:

  • The Power of Holistic Financial Planning: The concept of holistic financial planning, its necessity in the industry, and how it goes hand-in-hand with effective tax management.
  • Personal Anecdotes and Real-Life Examples: Guests share their personal stories detailing the profound difference tax preparation and management can make in the lives of clients.
  • Make Tax Discussions Relatable: Discover how effective storytelling and frameworks taught in the Tax Management Journey® can make tax strategies more relatable and understandable.
  • Addressing Client Concerns About Tax Deferral: Learn how to navigate these discussions and help clients understand the long-term benefits of tax management.
  • The Impending Changes with the Tax Cuts and Jobs Act: The episode highlights the impending expiration of the Tax Cuts and Jobs Act and its potential impact on tax planning. Understand the urgency of addressing tax strategies before these changes take effect.

Whether you’re a seasoned financial advisor or just starting in the field, tune in to learn how valuable tax preparation and management are for the future of your firm and client experience.


The Tax Management Journey training®

Clients for Life: The Impact of Tax Planning Management

About the guest host:

Dave Alison, CFP®, EA, BPC, is a seasoned financial planner and entrepreneur committed to elevating advisors’ businesses and planning capabilities. As the President and Founding Partner of C2P Enterprises, Dave drives a shared vision of simplifying financial planning for a global audience of one billion people. He leads the company’s growth strategies, shapes its corporate direction, and guides the executive team, demonstrating a remarkable ability to transform vision into reality.

Beyond C2P, Dave contributes his expertise to various leadership roles, including C2P’s Clarity Insurance Marketing, Valor Capital Management, Prosperity Capital Advisors, and Clarity 2 Prosperity, enhancing the financial landscape. Dave’s proficiency in integrating complex financial, tax, investment, insurance, and estate planning into comprehensive strategies led to the creation of Alison Wealth Management, which serves clients nationwide. A member of the Financial Planning Association®, Dave has consistently demonstrated his dedication and expertise, earning accolades such as the 2023 40 Under 40 recognition and won a ThinkAdvisor’s LUMINARIES award for Thought Leadership and Education at C2P.

About the guest:

Jeff Warnkin, CFP, CPA, NSSA is a seasoned expert in personal finance and retirement planning with over 25 years of experience. He currently serves as a Lead Advisor at JL Smith Holistic Wealth Management.

Based in Greater Cleveland, Ohio, he specializes in guiding successful professionals, business owners, and retirees toward achieving lasting financial security for themselves and their families, ensuring they can savor their retirement to the fullest.

Jeff’s dedicated team offers comprehensive financial planning solutions tailored to pre-retirees and retirees, focusing on optimizing total wealth and establishing reliable income streams during retirement. Whether you’re already enjoying retirement, nearing retirement age, or planning for the future, Jeff and his team are committed to crafting holistic financial plans to navigate the ever-evolving financial landscape. With a proactive approach to tax management, financial organization, and holistic retirement and estate planning, Jeff is a valuable partner for a prosperous financial future.

Scott Kaup, CFP®, Wealth Management Advisor at Kaups Financial Advisors, Inc., has a remarkable 39-year career as a financial expert. Holding the prestigious title of CERTIFIED FINANCIAL PLANNER™ and serving as a General Securities Registered Representative affiliated with Cetera Advisor Networks LLC (a FINRA and SIPC member), Scott’s professional journey has been marked by excellence. He’s not only a seminar speaker but also a seasoned estate and tax planner.

Scott’s expertise is backed by a degree in Business Administration/Finance from the University of Nebraska-Lincoln and further education through an estate-planning seminar at the University of Maryland. In 1984, he founded Kaup’s Financial Advisors, in his hometown of Stuart. Today, with a team of 11 professionals, including his son, a CPA, Scott continues to provide comprehensive financial guidance. His enduring commitment to clients in Nebraska and neighboring states showcases his unwavering dedication to the financial well-being of those he serves.