The Tax-time Touchpoint: Are You Making the Most of It?

If you were lucky enough to attend February’s webinar, 2019 Tax Planning with Actionable Ideas, presented by our director of investment planning, Dean Mioli, you were treated to a great deal of useful and actionable items, alongside one hour of CE credits.  As always, Dean’s upbeat presentation style and engaging conversation made the hour go by quickly.

As I sat listening to the presentation, I went back to many conversations that I have had with Dean over the years. He is famous for a quote that he says often (and I paraphrase here): “You can debate investment styles, such as active/passive. You can discuss the markets and the economy and make all sorts of predictions, but at the end of the day, investments are a matter of opinion – taxes are a matter of fact.”

We know that by every April 15, our clients are going to have to file a tax return, yet many (if not most) advisors don’t ever look at their clients’ Form 1040.

Dean’s presentation gave advisors a resource and tools to help his/her clients navigate one of the most complex and confusing things a client will have to deal with – the US tax code. He armed them with the knowledge to do real tax planning with clients – not just a conversation with clients about making their IRA contribution.

If you missed the webinar, please send an email to to request access to the recording.

We also have a tax-time toolkit that includes:

  • Tax smart investing: Strategies to help you keep more of what you make
  • A tax and estate planning checklist
  • A tax return line item review guide

We are deep into tax season. Wouldn’t it be great if you were the “go to” resource for your clients, providing council and guidance? Wouldn’t it be great to work with their CPA as a trusted advisor and do proactive tax planning? Our toolkit and webinar replay can help show your clients how you can help them keep more of what they make in 2019.

Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor. 

There are risks involved with investing, including loss of principal.

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John Anderson

John Anderson

John Anderson is the creator and lead author of Practically Speaking blog and Managing Director of Practice Management Solutions for the SEI Advisor Network.

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