Monday Minute – March 27, 2023

Demystify and Simplify Tax Planning

Did you miss our webinar last week on “De-mystify and simplify Tax Planning?” You can still catch a replay!

95% of affluent families expect tax planning advice from their financial advisors. Only 25% say they are receiving it. That spells opportunity. 

Additionally:

• Scan a tax return and get a personalized tax report in seconds.
• Turn a tax planning “second opinion” into new clients.
• Generate tax projections and identify tax savings opportunities over the next five years!
• Download custom tax reports to share with clients and other advisors.
• Create tax-saving scenarios using Roth conversions, life insurance, charitable strategies, and more.
• Convert your cold leads and warm clients into hot new tax planning opportunities.