Champions don’t just get to hoist a trophy – they must work hard in practice, the pre-season and the regular season before the playoffs start. Similarly, advisors can provide tremendous value to clients by engaging in tax planning over the course of year, not just in the weeks before returns are due.
Join Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, and Ben Birken from Holistiplan as they break down how to:
• Identify the elements of a year-round tax planning service
• Clarify often misunderstood elements of tax calculations
• Communicate the value of tax planning to clients
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.