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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