Keeping Your Tax Management Edge Sharp with Annual Education

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In This Episode

About the episode:

Want to spot tax-saving opportunities your competitors miss? Looking to stay ahead of tax law changes without getting overwhelmed? Join host Kalem Mackey, Executive Vice President at Prosperity Capital Advisors, as he interviews guests, Dave Alison, CFP®, EA, BPC, President of Prosperity Capital Advisors and Alison Wealth Management, and Scott Kaup, CFP®, head of Kaup’s Financial Advisors, Inc, to find out how.

Together, they share real examples of how staying current with tax laws and tax management strategies creates opportunities others miss.

Key Topics Discussed:

Order of Money Framework: How to structure savings and distributions to optimize tax efficiency across different life stages and income levels.
Tax Law Evolution Strategy: Understanding and communicating upcoming tax changes without creating unnecessary urgency, while maintaining focus on lifetime tax efficiency.
Business Owner Tax Planning: Specialized approaches for farming, ranching, and business clients, including QBI considerations and effective tax rate analysis.
Client Communication Tools: Practical methods for visualizing tax concepts and demonstrating the long-term impact of strategic tax management decisions.
Advanced Planning Opportunities: Insights into charitable remainder trusts, qualified opportunity zones, and other sophisticated tax management strategies for high-net-worth clients.

Resources:

Tax Management Concepts: The Tax Trilogy
Training: The Tax Management Journey®

Statistics:

About the Host:

Kalem Mackey, CFP®, BPC is an accomplished financial services executive with over 20 years of industry experience. As Executive Vice President and Partner at Prosperity Capital Advisors, as well as founder of Superior Financial Planning, he is dedicated to helping American families achieve their financial aspirations. Mackey’s expertise spans sales management, insurance wholesaling, and financial advising. He is a strategic leader and a sought-after industry speaker, sharing his knowledge in retirement income planning and tax management.

Prior to Prosperity, Mackey earned his bachelor’s degree from UC San Diego and founded his own financial planning firm. Mackey’s career is marked by a strong commitment to client success. He works closely with advisors and insurance distribution partners to deliver exceptional experiences and tailored insurance solutions. As a Bucket Plan® Best Interest Process Trainer, he provides coaching and support to help advisors offer comprehensive financial planning strategies.

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About the Guests:

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 Prosperity Capital Advisors, 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 Prosperity, Dave contributes his expertise to various leadership roles, including Clarity Insurance Marketing, Valor Capital Management, 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 Prosperity Capital Advisors.

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Scott Kaup, CFP®, Wealth Management Advisor at Kaup’s 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.

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