Advanced Markets 2025 On Demand: The Return on Returns: Turning Tax Reviews into Wealth-Building Conversations

Every advisor should know how to translate tax data into strategic planning. This session will explore how tax return analysis can open the door to insurance-funded retirement strategies, business succession planning, and tax-efficient wealth transfer. Whether you work with W-2 earners or small business owners, you’ll walk away with a framework for using tax returns as a conversation starter — and a growth accelerator.

By the end of this session learners will be able to:

• Identify key insights from tax returns that reveal client opportunities related to retirement, insurance, and legacy planning.

• Apply a repeatable framework for using tax data to guide conversations around wealth-building and financial priorities.

• Differentiate tax patterns and red flags for W-2 earners versus business owners that can signal planning gaps or opportunities.

• Recommend insurance-based strategies informed by tax insights, such as insurance-funded retirement plans or succession solutions.

• Initiate client conversations using tax returns as an entry point for broader financial planning and business development.