Tuesday, January 21, 2014

Transforming Advisers into CFOs - Tax Management

Establishing a client's current effective tax bracket is the baseline to proactively reduce all forms of taxation based on 1040 income. Understanding adjusted and modified gross income is critical to CFO tax management strategies. Introducing tax advantaged products and tactics can generate more cash flow and impact the bottom line. Steve and Levi address some of the critical components of tax management.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.

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