Integrating Tax Planning into Your Advisory Practice

Tax planning is an essential service for modern advisory practices, offering opportunities to provide greater value and strengthen client relationships. This webinar will explore how advisors can effectively incorporate tax planning into their service offerings while using CRM tools to improve efficiency and organization.

Join Altruist and Wealthbox as we dive into best practices for offering tax planning services and using CRM tools to maximize efficiency. This webinar will cover:

1. Why tax planning is crucial for modern advisory practices and how CRM can streamline client communication during tax season.
2. The benefits of offering tax planning services to deepen client relationships and track opportunities within Wealthbox.
3. Key considerations for advisors adding tax planning, including using workflows in Wealthbox to stay organized and efficient.
4. How Altruist’s tools simplify tax planning with automated workflows and centralized client data.