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Tax Planning as a Year-Round Sport
Course Information
Content Level: Intermediate
NAPFA Subject Area: D-Income Tax Planning
Course Description
Champions don’t just hoist a trophy. They first must work hard in practice, the pre-season and the regular season before the playoffs even start. Similarly, advisors can provide tremendous value to clients by engaging in tax planning over the course of the year – not just in the final weeks before the calendar changes. With a few simple tools, advisors can leverage the power of year-round tax planning to the benefit their clients and their firm’s value.
Learning Objectives
  1. Identify the elements of a year-round tax planning service
  2. Clarify often misunderstood elements of tax calculations
  3. Communicate the tremendous value of tax planning to clients
Ben Birken, CFP® 
Ben Birken, CFP®, has 15 years of financial advisory experience. In addition to his role with Holistiplan, where he helps advisors understand the software and the world of tax planning, he continues to work as an advisor at his firm Pisces Financial Advisors. This dual role makes him uniquely qualified to understand the challenges advisors face when practicing tax planning and communicating important concepts to clients.
Availability: On-Demand
Expires on Dec 31, 2024
Initial Cost: Member: $0.00
Non-Member: $39.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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