Hyperscale Assets Under Management Using Proprietary Tax Solutions
Join our exclusive webinar, “Hyperscale Assets Under Management Using Proprietary Tax Solutions”
hosted by industry experts Thomas Barber and Jeffrey Smith. Discover how integrating tax strategy into wealth planning can attract high-value prospects, build stronger client relationships, and drive revenue.
hosted by industry experts Thomas Barber and Jeffrey Smith. Discover how integrating tax strategy into wealth planning can attract high-value prospects, build stronger client relationships, and drive revenue.
Key Takeaways
Why high-net-worth clients care more about taxes than returns
How tax strategy builds stronger client relationships and drives AUM
The hidden revenue opportunity for RIAs and TAMPs through proprietary tax planning
Real-world tax strategies to defer, mitigate, or eliminate taxes when selling highly appreciated assets
How TaxVisory provides the tools, support, and compliance to make it all happen
Webinar Details
Length: 30 minutes
Hosted by:
Thomas Barber (TaxVisory Lead & Tax Strategist) + Jeffrey Smith (CEO of ConsultVisory & RIA Compliance Specialist)
Why Attend?
Discover how integrating tax strategy into wealth planning can attract high-value prospects, build stronger client relationships, and drive revenue.
Duration : 30 Minutes
Hosted by: Thomas Barber (TaxVisory Lead & Tax Strategist) + Jeffrey Smith (CEO of ConsultVisory & RIA Compliance Specialist)
Head Office
1250 Connecticut Ave NW #700, Washington, DC 20036
Email us
info@consultvisory.com
Let's Talk
+ 1 202-854-0515
Reserve Your Spot Today!
Discover how integrating tax strategy into wealth planning can attract high-value prospects, build stronger client relationships, and drive revenue.