Breakfast Breakout Session

Cracking the Tax Debacle in Your Practice

CE Credits: 1
Level of Complexity: Advanced

• 

  David Miller, CFP®

  CEO
  PeachCap Inc.

It is well known that high-end, boutique practices integrate taxes and accounting knowledge into financial planning. However, for many financial planners who are not tax experts, communicating tax information, to clients is a tremendous challenge. With a focus on the new tax laws, even planners with little tax experience will learn strategies to implement tax planning advice into their practice, improving client relations and adding another planning tool that translates into greater AUM.

Learning Objectives:

• Explain impact of new tax laws on investments to clients
• Identify tax strategies to reduce/manage liability on investments