The Tax-Intelligent Advisor

How tax insights can help advisors win, retain,
and grow clients

Investors left an estimated $600 billion in potential tax savings on the table in 2021¹, underscoring the opportunity for advisors to bring tax-focused insights into their planning conversations.

Watch this on-demand webinar to learn how advisors are using tax-intelligent planning to create deeper client relationships, uncover new planning opportunities, and differentiate their practices.

In this webinar, you'll learn how to:

  • Move beyond tax-season conversations and make tax planning part of your year-round client engagement
  • Identify tax-saving opportunities across wealth, investment, and retirement planning
  • Incorporate tax-intelligent planning into your existing service model in a practical, scalable way
Clint Brookshire
Clint Brookshire

Community Leader
Avantax by Cetera

Scott Villines
Scott Villines

Sr. Wealth
Management Advisor
Villines Wealth Management

Real-World Insights from Experienced Advisors

Industry veterans Clint Brookshire and Scott Villines lead the discussion, showing how integrating tax strategies into financial planning can create better outcomes for you and your clients. They also answer common advisor questions and suggest a practical framework based on years of hands-on experience in Cetera’s advisor communities.

Book a Conversation

To learn about tax-intelligent planning for your practice, complete this form and schedule a discussion with our specialists.

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1Natixis Investment Managers, “What Is Tax Alpha? Why Should You Care?” Referenced in Avantax, A $600 Billion Opportunity: How Tax-Focused Planning Strategies Could Save Your Clients' Wealth.