Master Client Acquisition With Strategic Tax Management

60 minutes | Presenter: Dave Alison, CFP®, EA, BPC, Founding Partner and President of Wealth Management, Prosperity Capital Advisors

Taxes can be a client’s greatest expense in retirement if they lack a tax-savvy advisor. Many advisors can provide a financial plan, but not all can provide tax management services that help maximize income and minimize taxes. Learn how to reach and retain wealthier clients through tax management.