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Results: 2

Guiding clients on a 7-step tax management journey

Dave Alison

Nov 3, 2023

Guiding clients on a 7-step tax management journey

Would you like to double down on tax management to develop a wealth management business and attract more clients? Alison explains how he establishes a path for clients to understand the opportunities and challenges that come with managing the complex world of taxes.
The SECURE 2.0 Act and what it means

Dave Alison; Timothy Daniel Clairmont, MSFS

Feb 13, 2023

The SECURE 2.0 Act and what it means

Dave Alison and Tim Clairmont discuss the SECURE 2.0 Act, which overlays the original SECURE (Setting Every Community Up for Retirement Enhancement) Act. The new law, passed in 2022, includes several minor updates, including extending the RMD age, reducing penalties, increasing contributions to a QLAC and allowing for an IRA charitable rollover to a charitable gift annuity or charitable remainder trust.