Tax-Intelligent Planning

The smart bet for lasting growth

Approximately 27% of client growth is attributable to a tax-inclusive planning approach1. Cetera empowers you to seamlessly integrate tax-intelligent strategies into your client relationships and deliver stronger after-tax results.

Learn more about tax-intelligent strategies

Add 1.17% annually to your client’s portfolio.

Add 1.17% annually to your client’s portfolio.2

Offset investment gains to minimize clients’  tax bill.

Offset investment gains to minimize clients’ tax bill.

Deepen client trust and loyalty through proactive planning.

Deepen client trust and loyalty through proactive planning.

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Add 1.17% annually to your client’s portfolio.2

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Offset investment gains to minimize clients’ tax bill.

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Deepen client trust and loyalty through proactive planning.

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Tax drag is costing your clients

Unnecessary tax drag is costing billions from clients’ wealth—and they know it. HNW clients increasingly demand advisors to make tax planning a core offering as a part of their financial management.

Dices

Your practice, your roll

The odds don't have to be left to chance. With Cetera, you bring the vision, and we bring the tax-intelligent strategies. Together, we build a future that’s not just secure, but unstoppable. 

Let’s talk about how we help you protect your clients’ wealth and accelerate your growth with tax-intelligent planning.

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Transforming taxes into opportunity

The industry is changing fast. Hear from Clint Brookshire, Avantax by Cetera Community Leader and CFP®, about how tax-intelligent planning has become the differentiator—and not using it may be financial malpractice.

Contact Representative BG John John Purple Plane

Talk with us today

Let's explore how tax intelligence can set you and your clients up for growth and greater success.

Book A Meeting Now

1Arizent 2020 tax and financial advisor professionals survey
2Russell Investments’ 2021 Value of an Advisor survey