Welcome to Savvy Tax PlanningSM

My name is Sean Bailey, Editor in Chief for Horsesmouth. I, along with Debra Taylor and Jeffrey Levine, am excited to bring you this critical program with information and strategies for helping your clients craft a tax plan for retirement. Too many retirees are losing money because they don’t have a good tax plan ahead of time.

This program will allow you to position yourself as a “distribution expert” who can capably guide clients through retirement. The “accumulation phase” is the easy part. Now baby boomers want advice and guidance on how to draw down their assets in the best way. You can do that with Savvy Tax Planning.

Why tax planning? These attendees at one of our Savvy Tax Planning 2-Day Intensive Workshops get it. Consider to coming to a future workshop where you can learn all the nitty-gritty and talk about best practices with your fellow advisors.

Happy planning,

Sean Bailey

Sean M. Bailey
Editor in Chief,
Horsesmouth

Debra Taylor

Debra Taylor
CPA/PFS,
JD, CDFA

Jeffrey Levine

Jeffrey Levine
CPA/PFS, CFP®,
CWS®, MSA

If you’re not a subscriber, learn more at horsesmouth.com/savvytax