Make year-end tax planning a stronger opportunity

This workshop will help you identify the issues worth discussing, understand how current legislation affects planning decisions, and use technology to uncover opportunities more efficiently. The ready-to-use client presentation and handout will allow you to take your learnings directly to clients and prospects.

Client presentation included

The package includes:

A focused, 3-hour workshop for financial advisors
How Tax Planning Changes Through Four Stages of Retirement presentation
Companion attendee handout
Recorded workshop replay available for 90 days

Price: $795

Dates and time: October 26 or November 9, 2:00 p.m.–5:00 p.m. ET

Year-end is one of the best times to review tax-planning opportunities with clients.

This workshop will help you identify the issues worth discussing, understand how current legislation affects planning decisions, and use technology to uncover opportunities more efficiently.

You’ll also receive a ready-to-use client presentation and handout so you can take the conversation directly to clients and prospects.

What you’ll learn

In three focused hours, you’ll explore:

Key provisions from current tax legislation, including OBBBA and the SECURE Act
How tools such as Holistiplan and Income Lab/Income Solver can support tax-planning analysis
Real-world case studies across four stages of a client’s financial life
Year-end tax-planning opportunities that may deserve attention before December 31

The workshop is designed to help you move from understanding the issue to applying it in real client situations.

Turn what you learn into client acquisition

Your registration includes:

A client-facing tax presentation: How Tax Planning Changes Through Four Stages of Retirement
A companion client handout
Practical ideas you can use in year-end reviews, educational events, and prospect conversations

Use the materials to educate your audience, demonstrate your planning process, and create opportunities for deeper follow-up conversations.

A practical workshop for advisors who want to be more proactive

This workshop is a fit for advisors who want to:

Use tax education as a way to reach prospects and create new client opportunities
Bring tax planning more consistently into client reviews
Identify year-end planning opportunities sooner
Use tax-planning technology more effectively
Strengthen conversations with clients and prospects
Add a timely educational topic to their marketing calendar

Workshop presenter

Debra Taylor, CPA/PFS, JD, CDFA

Debra Taylor is Chief Tax Strategist and Managing Partner with Carson Wealth Management. She was 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 have spanned many disciplines, including legal and public accounting.

From 2007 to 2016, Debra was named to the Chairman’s Club of LPL Financial, a distinction bestowed on only the top 6% of LPL Financial’s more than 14,000 advisors.

She is the co-creator of Horsesmouth’s Savvy Tax Planning program and 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, and The Wall Street Journal. She has led a robust schedule of consumer financial education workshops for many years and also regularly presents to financial advisors at national conferences.

Workshop agenda

Why Tax Legislation Matters for Your Clients

Understand the changes most likely to affect planning conversations.

OBBBA and SECURE Act: 10 Key Provisions

Review important provisions advisors should know.

Tax-Planning Technology

See Holistiplan and Income Lab/Income Solver in action.

Case Studies Across Four Stages of Life

Work through realistic client scenarios and planning opportunities.

Year-End Tax Planning

Focus on timely strategies and conversations to consider before year-end.

Leave ready to use it

You’ll finish the workshop with a clearer understanding of current tax-planning opportunities, a practical way to identify them, and client-ready materials you can begin using right away.