Election Year Tax Strategies for Clients

Join us for an insightful webinar led by Sheryl Rowling, CPA/PFS, a seasoned financial advisor and Editorial Director at Morningstar. This session equips financial advisors, tax professionals, and wealth managers with actionable tax-saving strategies tailored for election years. In this comprehensive session, Sheryl will begin by reviewing essential tools in your advisory toolbox. She'll guide you through understanding your clients' unique situations, selecting the appropriate tax strategies, and effective client communication. Plus, she'll share successful implementation tactics and emphasize the importance of taking credit for your achievements to build credibility and trust with your clients. Learning Objectives: 1.Navigate policy uncertainty and market sentiment during election years 2. Implement tax-efficient investing tactics like tax-loss harvesting and capital gain distribution avoidance 3. Utilize retirement plan contributions and Roth conversions strategically 4. Communicate effectively with clients to highlight your value as an advisor This session is approved for one hour of CFP Board continuing education credit.