The Tax Management Journey®

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Embark on The Tax Management Journey® and enhance your skills as a holistic advisor with this comprehensive introductory training. This 7-step process dives deep into crucial tax topics, equipping you with the knowledge to help clients navigate their financial landscapes effectively. You’ll explore strategies such as understanding the Order of $, measuring tax brackets, avoiding marginal tax traps, and allocating tax-sensitive assets. Additionally, learn gifting strategies, the nuances of “pay now vs. pay later,” and how to manage your dynamic tax bracket. By the end of this training, you’ll be empowered to provide tailored tax solutions that maximize your clients’ wealth and enhance their financial security.

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Course Content

Resources
The Tax Management Journey® – INTRODUCTORY Training
01 The Tax Management Journey – Tax Outlook
02 Understanding the Order of Money
03 Measuring Your Tax Bracket
04 Avoiding Marginal Tax Traps
05 Allocating Tax Sensitive Assets
06 Gifting Strategies
07 Pay Now vs. Pay Later
08 Managing Your Dynamic Bracket
09 Taxes in Retirement Consumer Workshop