Latest / The Bucket Plan® On-Demand Series
Keeping Your Tax Management Edge Sharp with Annual Education
Want to spot tax-saving opportunities your competitors miss? Looking to stay ahead of tax law changes without getting overwhelmed? Join host Kalem Mackey, Executive Vice President at C2P, and guests, Dave Alison, CFP®, EA, BPC, President of Prosperity Capital Advisors and Alison Wealth Management, and Scott Kaup, CFP®, head of Kaup’s Financial Advisors, Inc., as they break down the benefits of staying sharp with your tax management expertise. Learn practical ways to turn complex tax strategies into clear client conversations that win business and deepen relationships. Whether you work with…
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