Foundations of Tax Management

Foundations of Tax Management explores the critical role of tax management and how thoughtful, year-round tax planning can be a key differentiator for advisors to help improve clients’ after-tax outcomes.

Learning Objectives:

• Identify the key sources of investment taxes and the different applicable tax rates.
• Discover how tax management enhances the value you provide as an advisor.
• Build a foundational framework for incorporating tax management into financial advice.