Transform Tax Insights Into $1M+ Wealth Management Clients

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

Attracting and retaining high-net-worth clients starts with offering something most advisors and tax professionals don’t: proactive, holistic planning that includes tax management. This session shows you how to differentiate your practice by helping clients maximize their income and minimize their taxes and why that positions you to serve wealthier clients at a higher level.