10 End-Of-Year Tax Planning Tips for Advisors

Posted on December 17, 2019

End-of-year tax planning is one of the easiest ways for advisors to provide an ongoing reminder of the value they provide.

But all too often, advisors shrink back from this amazing opportunity because they don’t feel confident enough in the area of taxes.
Well, not this year. Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, is here to help you provide wisdom and clear guidance to your clients, providing massive value for yourself and them in the process.


You’ll learn how to help your clients with:

  • Setting a plan for next year
  • Charitable Planning
  • Required Minimum Distributions
  • Roth Conversions
  • 529 Planning
  • And more!