The Bucket Plan® On-Demand Series

Want to spot tax-saving opportunities your competitors miss? Looking to stay ahead of tax law changes without getting overwhelmed? Join host Kalem Mackey, Executive Vice President at C2P, and guests, Dave Alison, CFP®, EA, BPC, President of Prosperity Capital Advisors and Alison Wealth Management, and Scott Kaup, CFP®, head of Kaup’s Financial Advisors, Inc., as they break down the benefits of staying sharp with your tax management expertise. Learn practical ways to turn complex tax strategies into clear client conversations that win business and deepen relationships. Whether you work with business owners, high-net-worth clients, or retirees, you'll walk away with fresh insights to help your clients save money while growing your practice.

Resources:

• Tax Management Concepts: The Tax Trilogy
• Training: The Tax Management Journey®

Statistics:

• 40% of Americans currently pay taxes on Social Security benefits
• Super catch-up contribution availability for ages 60-63 starting 2025
• QBI deduction impact on effective tax rates (up to 20% reduction)