Financial Advisor’s Guide

Two comprehensive books are available to financial advisors who join Savvy Tax Planning.

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The Financial Advisor’s Guide to How Tax Planning Changes Through Four Stages of Retirement: Presentation Manual

Savvy Tax Planning FA Guide

Taxes are a huge field. But this 130-plus page resource guide will give you the authority to speak to clients knowledgeably about the key tax planning issues embedded in most people’s retirement assets: IRAs, Social Security, Medicare, long-term care, life insurance, etc.

The Financial Advisor’s Guide to the New Tax Law: Help Your Clients Make Smart Moves

Savvy Tax Planning NTL FA Guide

The Tax Cuts and Jobs Act of 2017 was the biggest change to the tax code in 30 years, affecting every person, family, and business. This compendium tells you all you need to know about the tax changes and how you can position clients to take advantage of them.

Thirty-eight chapters cover these topics: Overview of the answers to frequently asked questions about the new tax law, how to read the new tax form, deductions, charitable giving, estate planning, family matters, divorce, retirement planning, business taxes, and miscellaneous.


This material is provided exclusively for use by individuals with an active license to the Savvy Tax Planning Program. Use of this material is subject to the Savvy Tax Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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