Live Webinar - Thursday, August 6, 2026, 2:00 p.m. - 3:00 p.m. ET
Unlocking Tax Alpha: 4 Ways to Boost Client Returns (1 CFP® CE Credit)
Taxes may be one of the biggest threats to your clients’ long-term financial outcomes—and increasingly, clients expect their advisor to help address them. In this timely and engaging CE webinar, the eMoney team explores how advisors can deliver meaningful “tax alpha” by helping clients keep more of what they earn through proactive, tax-aware financial planning strategies.
Join Joe Buhrmann, Michelle Riiska, and Zac Gates as they discuss practical ways advisors can incorporate tax-smart conversations into everyday planning engagements without stepping over the line into formal tax advice. The session will cover strategies such as tax-efficient portfolio design, Roth conversion planning, withdrawal sequencing, and charitable giving techniques that can improve client follow-through and long-term outcomes.
The webinar will also demonstrate how planning technology can help uncover tax opportunities, model “what-if” scenarios, visualize after-tax outcomes, and create more impactful client conversations. Along the way, attendees will learn how to confidently frame tax discussions, collaborate effectively with CPAs, and use tax planning to deepen client relationships and demonstrate ongoing value.
Whether you are already incorporating tax planning into your practice or looking for practical ways to begin, this session will provide actionable ideas you can immediately apply with clients.
Speakers
Joe Buhrmann, MBA, CFP®, CLU®, ChFC®
Advisory Financial Planning Practice Management Consultant
eMoney
Zac Gates, ChFC®
Senior Training Specialist
eMoney
Michelle Riiska, ChFC®
Senior Financial Planning Product and Research Consultant
eMoney
Taxes may be one of the biggest threats to your clients’ long-term financial outcomes—and increasingly, clients expect their advisor to help address them. In this timely and engaging CE webinar, the eMoney team explores how advisors can deliver meaningful “tax alpha” by helping clients keep more of what they earn through proactive, tax-aware financial planning strategies.
Join Joe Buhrmann, Michelle Riiska, and Zac Gates as they discuss practical ways advisors can incorporate tax-smart conversations into everyday planning engagements without stepping over the line into formal tax advice. The session will cover strategies such as tax-efficient portfolio design, Roth conversion planning, withdrawal sequencing, and charitable giving techniques that can improve client follow-through and long-term outcomes.
The webinar will also demonstrate how planning technology can help uncover tax opportunities, model “what-if” scenarios, visualize after-tax outcomes, and create more impactful client conversations. Along the way, attendees will learn how to confidently frame tax discussions, collaborate effectively with CPAs, and use tax planning to deepen client relationships and demonstrate ongoing value.
Whether you are already incorporating tax planning into your practice or looking for practical ways to begin, this session will provide actionable ideas you can immediately apply with clients.
About eMoney
