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AICPA ENGAGE 2019


PFP19SS01 - Intersection of Tax-Smart Investing & Wealth Management Planning, presented by HD Vest


Jun 9, 2019 4:10pm ‐ Jun 9, 2019 5:00pm

Standard: $49.00

Description

It is a fundamental belief that every investment decision is also a tax decision. Retirement planning, investments, education planning, legacy planning, and life insurance are all parts of a wealth management plan that have tax consequences. As a CPA, helping clients make tax-smart investment decisions within wealth management plans can help revitalize both your practice and your client relationships while minimizing client tax liabilities.

Learning Objectives – Attendees will leave this session

  1. Understanding the importance of integrating tax planning and wealth management planning into one comprehensive conversation with clients throughout the relationship.
  2. Discovering that there are tools that can help advisors communicate the importance of tax-smart investment strategies to help clients make better decisions to minimize taxes as part of their wealth management plan.

Speaker(s):

  • Duncan Gates, CFP, Senior Wealth Management Strategist, HD Vest Financial Services

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