Smart Tax Planning

Welcome to Smart Tax Planning Solutions


In 2010, nearly $1.4 trillion of traditional IRA assets are eligible for conversion to a Roth IRA and the media has created a virtual blitz of collateral buzz. Roth is on the mind of your prospects and clients alike. Synergy gives you two sets of tools to help you become the trusted advisor they turn to…

Here is what you’ll learn:
  • How to read and understand tax returns, and assess your clients’ tax situation.
  • How to turn data from the tax return into savings and suitable sales.
  • How to  provide tax-smart product solutions. 
  • How to build stronger relationships, gain referrals, and close multiple product sales.
  • How to create clients, not just customers, by using the best financial strategies.
Smart Tax Planning