To Help You Up Your Game

Differentiate your practice from the competition. Request a digital copy of your Tax Conversation Guide today to help you become a tax-savvy advisor.


This guide is a resource to help you have more productive conversations with clients and prospects. We have found nothing is more powerful for client relationships than your clients seeing you as an advocate in protecting their hard-earned assets from the reduction in value due to income taxes. This guide is not about trying to avoid taxes but how to make informed, meaningful decisions to help maximize after-tax wealth. Your clients deserve better than basic tax management. From capital gains to tax-loss harvesting, our guide can help you engage taxable investors.

In this guide, you will find:

  • Introduction to key tax terms and tax forms: What they mean and how to use with clients and prospects
  • Help in forensically reviewing tax forms to identify tax opportunities for your practice
  • Why after-tax return is important, the different types and how to calculate
  • Insights into the tax-efficiency of different asset classes
  • A brief history of the U.S. tax code and how today’s rates compare to past rates
  • Current state of tax policy and update on the Tax Cut and Jobs Act

Download the Free Tax Guide

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