A checklist worth checking out

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Help your clients keep more of what they have

For over 40 years. Cetera has been a leader in helping financial professionals provide greater well-being to their clients through tax-efficient solutions. Now that Avantax is part of the Cetera community, our solution suite has grown from tax-smart to Avantax intelligent—and we’re happy to share it with you.

Show off your tax intelligence

Get your copy of our fillable PDF checklist you can customize for each client. It covers 44 key considerations you shouldn’t overlook, for intelligent discussions that are a lot less taxing for both of you. Just complete the form below and then check your email.

 
 

Looking for more?

If you’re a financial advisor ready to be a tax hero for your clients, connect with one of our Business Development Specialists to explore our full suite of tax-intelligent solutions.

Matt
Matt Smith
Business Development
(848) 254-7557
Jascha
Jascha Wilson
Business Development
(657) 753-7021

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice.