Five Key Reasons to Attend Our One-Day Tax Workshop in Dallas on October 31, 2018

“Tax planning has become table stakes for advisors serving clients with complex needs. Increasingly, these advisors are looking at the entire balance sheet and income statement of clients to identify ways to optimize their wealth.“—Gabriel Garcia, managing director at BNY Mellon’s Pershing Advisor Solutions.

• Don’t miss this once-in-a-generation opportunity…
• There’s money to be saved and taxes to be avoided...
• But you and your clients must know about it—and take action!
• It’s your chance to shine!
• Don’t let your competitors reach your clients and prospects.

Key #1: Clients and Prospects Need Custom Advice

There is no one answer to the question, “What’s in it for me?” But answers there are. There are more than 25 key questions to address—and nearly all have implications for your clients. It’s imperative that you engage clients about the importance of taxes in saving, investing, and planning. Guiding clients to begin thinking about their tax liabilities reinforces the idea that they need to come to you to thoroughly review their situations.

Key #2: An Important Chance to Act as a Financial Educator:

Taxes are embedded in nearly everything you do for clients—regardless of what your compliance department may think. The new tax rules give you a chance to demonstrate your knowledge, your insights, and your professionalism by educating clients and prospects about the intersection of taxes and their plans to save, send kids to college, and retire.

Key #3: The New Tax Rules Impact Everyone

The market is huge—every individual and business is affected. They know the laws should mean something to them, but they don’t know what. They’re desperate to know how to react, and where they need to seek advice. Teaching clients or prospects about the new tax rules with strengthen loyalty with existing clients and attract prospects who are searching for advisors who offer holistic planning services

Key #4: Either You Do It—Or a Competitor Will!

If you are reluctant to discuss taxes with your clients, you’re missing a once-in-a-generation opportunity to add value and differentiate yourself against competitors, who will happily talk to your clients. Don’t let that happen.

Key #5: CPAs and Attorneys Need Education and Advice, Too

The new tax rules present a major opportunity to get in front of potential CPAs, attorneys, and other strategic allies who are not yet versed on the significance of the changes. Yes, many accountants need help here, too. They’re focus typically is backward looking. Your approach is forward looking in the best interests of clients. Attorneys nearly always need help with tax issues.

Attend our one-day workshop and learn to guide clients (and your own firm) on the importance of the new rules in savings, investing, and planning!

Tax Workshop Agenda

Registration

8:00-8:45 am

Tax Workshop Introduction and Goals

8:45-9:15 am

Session One:

Making Sense of the New Deduction Rules and Tax Rates

9:15-10:30 am

Break

10:30-10:45 am

Session Two:

Family Issues and Taxes: The Big Changes That Impact Your Clients the Most

Lunch

12 noon-1:00 pm

Family Issues and Taxes: The Big Changes That Impact Your Clients the Most (cont.)

1:00-2:00 pm

Session Three:

Understanding the Key Tax Rules Changes of Interest to Business Owners

2:00-3:00 pm

Break

3:00-3:15 pm

Session Four:

Putting It All Together: How to Educate Clients and Prospects on the New Tax Rules

3:15-5:00 pm

Yes, sign me up for this one-day, intensive workshop on October 31 in Dallas, so I can leave with a clear understanding of the range of planning, investing, and tax strategies my clients need to fully respond to the challenge and opportunities embed in the New Tax Laws. You must own the New Tax Program to attend. The New Tax Briefing Program will be added to your order for the discount price of $397. Total Price: $997, plus shipping.

Who Should Attend:

1. Advisors looking to learn how to deliver top value and best advice to clients and prospects about the New Tax Law.
2. Advisors who feel like they understand the basics of the new tax law but aren't sure how to best serve their clients when it comes to taking action on the planning front.
3. Advisors who want to differentiate themselves in a crowded marketplace and add significant value to their client relationships by showing that knowledge of how taxes impact investors is a critical skill.

What will be covered:

Learn the technical issues to be confident in your ability to help clients and prospects position portfolios and update financial plans in the most tax-efficient way.

Instructional Material:

You will receive a classroom guide and other related handouts and slides to use when you return home to work with clients, prospects, strategic allies. If you’re new to this topic, you’ll also receive a full year subscription to the New Tax Law Briefing program, including handout and the FINRA-reviewed PowerPoint presentation.

Holders of the CFP designation will qualify for 8.5 CE credits.

BONUS: Next Steps, One-on-One Action Plan Coaching Session—30 minutes

Take immediate steps to put your learning into action. After you’ve returned home, workshop attendees get a complimentary coaching session with Horsesmouth’s executive coach Chris Holman. Meet with Chris over the phone for 30 minutes to discuss your key takeaways from the workshop, your key goals and a plan to guide you in your next steps ($299 value).

Presenter: Debra Taylor, CPA/PFS, JD, CDFA.

Your workshop will be led by Debra Taylor, CPA/PFS, JD, CDFA. Debra Taylor is the principal and founder of Taylor Financial Group, LLC, a full-service wealth management firm located in Franklin Lakes, NJ. Debra’s education and career has spanned many fields including legal and public accounting.

In addition to being the author of Horsesmouth’s top-selling practice management book, My Journey to 1 Million: The Systems and Processes That Will Get You There, Debra has been featured on national TV and is often quoted in national publications such as Barron’s, Smart Money, andThe Wall Street Journal.

Cancellation and Refund Policy

Cancel and contact Horsesmouth's Member Support team 30 business days or more before the event. You must call to receive a cancellation confirmation number. You can reach Member Support at 1-888-336-6884, ext. 1.

Cancellations received between 7-29 days prior to the event will receive a Horsesmouth store credit of 50% of purchase price towards a future event, subscriptions or products, minus $100 processing fee. For cancellations received 6 days or less prior the event, no refunds will be made nor store credits given. 

Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information. Substitutions/name changes may be made at any time prior to the event without penalty.

Can’t Make It Now?

Click this link and we’ll add you to our workshop information list. When a new workshop date is announced, you’ll be notified.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext. 1 (Outside U.S.: 1-212-343-8760)